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Mike Whitfield

Senior Research Analyst at Hahn Capital Management LLC

San Francisco, CA , United States

About

Mike Whitfield, CFA, serves as Director of Research and Portfolio Manager at Hahn Capital Management LLC in San Francisco. He leads the firm's investment research effort, driving the generation and analysis of new stock ideas, and is also actively involved in portfolio management decisions. Whitfield has been with Hahn Capital since May 2005 and became a Partner in 2008.

He specializes in the industrial technology, automation, and wireless equipment sectors, applying a disciplined, intrinsic value investment approach focused on mid-cap equities. Prior to joining Hahn Capital, Whitfield worked as an Equity Analyst at Wachovia Securities for six years, where he covered industrial tech and wireless equipment companies. Additionally, his background includes experience as a Patent Examiner at the U.S. Patent and Trademark Office, with expertise in semiconductor memory architectures and processor addressing.

Mr. Whitfield earned his CFA Charter designation in 2001. He holds an MBA in Finance from Southern Methodist University and a BS in Electrical Engineering from Virginia Tech. His significant contributions include a rigorous quantitative and qualitative research methodology and leadership in building high-conviction portfolios for institutional and high-net-worth clients.

Career History

OrganizationRoleDate RangeDetails
Hahn Capital ManagementSenior Research AnalystMay 2005 to Present
* Value-oriented, long-only, mid-cap investment manager. We run a 35-stock portfolio * target an absolute return of 15% annually * and look to hold stocks 3-5 years. We buy stocks of companies with so...
Wells FargoAnalystJan 1998 to Feb 2005
Sell-side equity research in wireless communications equipment and applied technologies

Education

Virginia Tech

Bachelor of Science, Electrical Engineering

Others at Hahn Capital Management LLC (3)

NameRoleLocation
John Schaeffer
John Schaeffer
President and Chief Investment OfficerSan Francisco, CA , United States
Jordan Herley
Jordan Herley
Senior Investment AnalystCA , United States
P
Patrick Tinucci
Senior AnalystSan Francisco, CA , United States