You're signed outSign in or to get full access.
About
Michael Bertz, Ph.D., P.E., CFA, served as Portfolio Manager at Kennedy Capital Management LLC, with responsibility for the Extended Small Cap strategy, where he specialized in managing and selecting investments within the U.S. small-cap equity sector. His focus included overseeing portfolios for institutional clients such as major pension funds, notably leading the Alameda County Employees’ Retirement Association’s portfolio from 2010 until his retirement in 2024.
Dr. Bertz began his investment career in 2000 and joined Kennedy Capital Management in 2006 as a research analyst; he later served as Director of Research from 2007 to 2013. Prior to his tenure at Kennedy, he was a senior research analyst at WR Hambrecht & Co and worked as a technology analyst at Morgan Keegan & Company. His background also includes research roles in cognitive science and engineering at Georgia Tech and experience as a structural engineer at KPFF Consulting Engineers.
Michael holds a Ph.D. and M.S. in Structural Engineering from the Georgia Institute of Technology, as well as a B.E.D. in Architecture and a B.S. in Engineering Physics from Miami University in Ohio. He has earned the Chartered Financial Analyst (CFA) designation and is a Professional Engineer (P.E.), combining rigorous technical expertise with a deep understanding of equity analysis and portfolio management in the small-cap space.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kennedy Capital Management, Inc. | Portfolio Manager | Nov 2014 to Present | — |
| Kennedy Capital Management, Inc. | Assistant Portfolio Manager | Nov 2012 to Oct 2014 | — |
| Kennedy Capital Management, Inc. | Director of Research | May 2007 to May 2013 | — |
| Kennedy Capital Management, Inc. | Senior Research Analyst | Aug 2006 to May 2013 | — |
| Wr Hambrecht + Co | Senior Research Analyst | Aug 2004 to Jul 2006 | — |
| Morgan Keegan | Research Analyst | Nov 2000 to Aug 2004 | — |
| KPFF Consulting Engineers | Project Engineer and Project Manager | Feb 1998 to Nov 2000 | — |
Education
Georgia Institute of Technology
Doctor of Philosophy, Engineering
1994 — 1998
Georgia Institute of Technology
Master of Science, Engineering
1992 — 1994
Miami University
Bachelor of Science, Physics, Architecture, Engineering
1987 — 1991
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 |
 | Portfolio Manager, Director of Research | Denver, CO , 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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
C Chris Jersan | Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |
M Michael Quigley | Senior Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |
 | Branch Manager, Senior Vice President - Investments | Benjamin Edwards Inc. | Chandler, AZ , United States |
A Allen Catalanotto | Senior Vice President-Investments and Branch Manager | Benjamin Edwards Inc. | Mandeville, LA , United States |
 | Senior Vice President, Acquisitions and Portfolio Management | Bailard, Inc. | CA , United States |
| Senior Vice President, Investment Counselor | Bailard, Inc. | San Mateo, CA , United States |
