David Potter

David Potter is a Partner and Portfolio Manager at Fuller & Thaler Asset Management, Inc., based in San Francisco, California. He is primarily responsible for managing the firm’s Behavioral Small-Cap Value and Behavioral Mid-Cap Value strategies, utilizing behavioral finance principles to identify attractive opportunities within U.S. small- and mid-cap equities. Potter oversees investment decisions for both the Fuller & Thaler Behavioral Mid-Cap Value Fund and the JP Morgan Undiscovered Managers Behavioral Value Fund, focusing on public equities in these market segments.

Potter joined Fuller & Thaler in 2005, having previously held the position of Vice President in the Financial Institutions Group at Goldman Sachs, where his work centered on credit and institutional finance. Earlier in his career, he served as Associate Director of Developing Markets Credit at Scotia Capital Markets, building expertise in financial analysis, credit markets, and emerging economies.

He holds an MBA with honors in Finance from the University of Chicago Booth School of Business, a BA with honors in Economics and Finance from McGill University, and is a CFA charterholder. Potter is a member of the CFA Society of San Francisco and contributes as an owner and board member at Fuller & Thaler. He is recognized for his application of behavioral finance methodologies in equity portfolio management and his tenure in the investment industry since 1994.