About
Sam Peterman, CFA, serves as Assistant Portfolio Manager and Research Analyst at Kennedy Capital Management LLC, based in the United States. In his current role, he supports the management of the Small Cap Select, Small Cap Select SRI, ESG SMID Cap, and Small/Mid Cap Core strategies, and his primary responsibility is the selection and monitoring of securities within the industrials sector of KCM’s investment universe.
Before rejoining Kennedy Capital Management in April 2023, Sam was an Equity Research Analyst at Craig-Hallum Capital Group, where he gained experience analyzing a broad range of publicly traded companies. Earlier in his career, he worked as a Transfer Pricing Associate at RSM US LLP and also completed an internship as an Equity Research Analyst at Kennedy Capital.
Sam earned dual degrees summa cum laude—a B.S. in Economics and a B.S. in History—from the University of Minnesota – Twin Cities. His expertise in the industrials sector and his experience with small- and mid-cap equity strategies highlight his commitment to fundamental research and rigorous security selection processes within the institutional investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kennedy Capital Management | Research Analyst | Jan 2024 to Present | — |
| Kennedy Capital Management | Research Associate | Apr 2023 to Dec 2023 | — |
| Craig-Hallum Capital Group | Research Analyst | Sep 2020 to Mar 2023 | — |
| RSM US LLP | Transfer Pricing Associate | Aug 2019 to Sep 2020 | — |
| University of Minnesota-Twin Cities | Undergraduate Researcher | Sep 2018 to Dec 2018 | Working in conjunction with a faculty member in the history department, I completed over 100 hours of research on Jesuit missionary efforts in China in the late 16th and early 17th centuries. Pioneers... |
| Eagle Lake Camps of The Navigators | Camp Counselor | May 2018 to Aug 2018 | Led a group of 5-10 campers (aged 7-13) in camp activities and Bible study each week. Demonstrated leadership by assisting the Program Coaches in mentoring and instructing other counselors. Initiated ... |
| Kennedy Capital Management | Equity Research Intern | May 2017 to Aug 2017 | — |
| College of Liberal Arts at the University of Minnesota (Twin Cities) | Section Leader | Aug 2016 to Apr 2017 | Served as a mentor to first year students by advising them and guiding them in their transition to college. Graded assignments weekly in a timely manner and met with each student individually each sem... |
| WEHRENBERG THEATRES | Concession Host and Usher | Jun 2016 to Aug 2016 | Served customers promptly and professionally as well as managing and stocking concessions area to promote efficiency and cleanliness. Also kindly greeted customers, cleaned theaters, emptied the trash... |
| Variety the Children's Charity-- St. Louis | Camp Counselor | Jun 2015 to Jul 2016 | Served at a day camp for children with disabilities. Worked one-on-one with a camper every day doing art projects, swimming, playing in the gym, going to the library, and other fun activities. |
| Minnesota Population Center | Research Intern | Feb 2016 to Apr 2016 | Collaborated with a professor to catalog and analyze survey data. Diligently entered survey data and communicated with professor weekly. Carefully read and summarized relevant scholarly articles. |
| Brunswick Zone | Customer Service Representative | Sep 2014 to Aug 2015 | Interacted with parents and children in a fun and professional manner as a birthday party host. Responded to customer phone calls in a helpful and courteous way. Kindly and professionally greeted cust... |
Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), summa cum laude, Economics, Double Major in History, Math Minor
2015 — 2019
Westminster Christian Academy
High School Diploma, N/A
2011 — 2015
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 |
M Michael Bertz | Portfolio Manager | Chesterfield, MO , United States |
 | Assistant Portfolio Manager | St. Louis, MO , United States |
 | Portfolio Manager | St. Louis, MO , United States |
 | Micro Cap Portfolio Manager | St. Louis, MO , United States |