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About
George Dai, Ph.D., serves as Chief Investment Officer and Senior Portfolio Manager at Weatherbie Capital, LLC, a Boston-based growth-equity investment firm specializing in small- and mid-cap U.S. equities. In this capacity, Dai oversees all investment strategies and manages several specialized growth portfolios, including Weatherbie’s Specialized Growth products, leveraging his expertise to identify and evaluate promising growth companies.
Dr. Dai’s investment focus areas include consumer, health care, and technology sectors, with a notable strength in evaluating companies in innovative and rapidly changing industries. Leveraging his scientific background, particularly in organic chemistry and pharmaceutical research, he brings rigorous analytical skills to fundamental equity research, with a strong emphasis on U.S. small-cap growth stocks. His approach to portfolio management applies scientific problem-solving to portfolio construction and stock selection processes.
Before transitioning to finance, Dai completed his doctorate in organic chemistry at Johns Hopkins University and conducted research resulting in four patents. Since joining Weatherbie in 2001, he has advanced to lead investment strategy for all the firm’s Boston-based assets, now exceeding $2 billion under management. His work is recognized for deep sector expertise, disciplined research rigor, and long-term performance in growth equity investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Weatherbie Capital | Chief Investment Officer | Jul 2016 to Present | — |
Others at Fred Alger Management, LLC (25)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | New York, NY , United States | |
| Vice President, Analyst | New York, NY , United States | |
| Client Portfolio Manager | New York, NY , United States | |
| Senior Vice President and Portfolio Manager | Denver, CO , United States | |
B Brian Shim | Vice President, Analyst | New York, NY , United States |
| Co-Portfolio Manager, Alternative Strategies | Boston, MA , United States | |
| Senior Vice President, Senior Analyst | New York, NY , United States | |
D David Farhadi | Co-Portfolio Manager, Senior Analyst | New York, NY , United States |
G George Ortega | SVP, Portfolio Manager | New York, NY , United States |
M Matthew Galletta | Head Trader | Boston, MA , United States |
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| Associate - Resi Trading | Waterfall Asset Management, LLC | New York, NY , United States | |
A Arjuna Lal | Analyst | Waterfall Asset Management, LLC | New York, NY , United States |