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Jean Barnard
Portfolio Manager, Director of Research at Kennedy Capital Management LLC
About
Jean Barnard, CFA, is Director of Research and Portfolio Manager at Kennedy Capital Management LLC, based in Denver, CO. She oversees the Small Cap Growth and SMID Cap Growth strategies, where she is responsible for leading internal research operations and directing the investment process. In addition to her portfolio management duties, she plays a key role in strategic decision-making as a board director for the firm.
Ms. Barnard has deep expertise in small and mid-cap equities, with a particular focus on the internet, media, and telecommunications sectors. Before joining Kennedy Capital Management in 2018, she held senior investment positions at Janus Capital, notably as Executive Vice President and Co-Portfolio Manager of the Janus Classic Growth Strategy. Earlier in her career, she was Sector Lead for Communications at Janus, managing a global team of analysts.
Jean began her career at Janus Capital in 1992 as an equity research analyst and contributed as a founding member of the firm’s international investment team for the Janus Worldwide and Overseas strategies. She holds a B.A. with distinction in Economics and Political Science from Yale University. Widely recognized for her leadership and sector expertise, Jean Barnard is regarded as an influential figure in growth equities and U.S. small-cap investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kennedy Capital Management | Portfolio Manager, Director of Research | Feb 2018 to Present | — |
| Janus Henderson Investors U.S. | Portfolio Manager and Analyst | Jan 2016 to Jul 2017 | •Co-managed the flagship U.S. equity large cap classic growth strategy ($8B AUM). Assistant Portfolio Manager from July 2014. •Lead responsibility for stock selection in the internet, telecommunicati... |
| Janus Capital Group | Sector Team Lead and Equity Analyst | Jan 2007 to Dec 2015 | Successfully led the Janus Communications Sector Team to achieve positive investment performance vs. the indexes over multi-year time frames in our directly managed research products, as well as most ... |
| Janus Capital Group | Equity Research Analyst | Jul 1992 to Sep 2007 | Founding member and key contributor on a small team dedicated to identifying non-U.S. companies for investment in all international and global portfolios. Under lead manager, the team grew assets from... |
Education
Yale University
BA, Economics, Political Science
1988 — 1992
Others at Kennedy Capital Management LLC (23)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | St. Louis, MO , United States |
 | Research Analyst | St. Louis, MO , United States |
B Brian Hagler | Bank Sector Strategy Manager, Research Analyst | Maryville, IL , United States |
 | Portfolio Manager | St. Louis, MO , United States |
 | Portfolio Manager | St. Louis, MO , United States |
M Michael Bertz | Portfolio Manager | Chesterfield, MO , United States |
 | Assistant Portfolio Manager | St. Louis, MO , United States |
 | Portfolio Manager | St. Louis, MO , United States |
 | Research Analyst | United States |
 | Micro Cap Portfolio Manager | St. Louis, MO , United States |
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