Rob Helf

Rob Helf, CFA, is a Partner and Research Analyst at Fiduciary Management Inc. (FMI) in Milwaukee, Wisconsin, where he has been a key member of the firm's Portfolio Management Committee since 1998. His primary responsibilities include conducting fundamental equity research, portfolio strategy formulation, and contributing to investment decision-making across multiple equity strategies.

Helf's investment focus covers large-cap, small-cap, all-cap, international, and global equities, with an emphasis on value investing and deep, company-level analysis. He is particularly experienced in identifying businesses with strong market niches, recurring revenue, and attractive returns on invested capital, seeking opportunities across sectors with disciplined, risk-conscious methodologies.

He holds an MS in Finance from the University of Wisconsin-Madison and a BS in Finance from the USC Marshall School of Business. Helf's distinguished career at FMI includes significant contributions to the firm's research capabilities and investment strategies, helping manage over $12 billion in assets for institutional and individual clients, and mentoring junior analysts in the investment research process.