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Sean McMahon

Sean McMahon

Micro Cap Portfolio Manager at Kennedy Capital Management LLC

St. Louis, MO , United States

About

Sean McMahon is a Portfolio Manager at Kennedy Capital Management LLC in St. Louis, MO, where he leads the Micro Cap and Micro Cap Opportunities strategies. He joined KCM in 2005 after starting his career with an internship at the firm, and now oversees investments primarily in micro cap companies, with a particular focus on health care sector equities and related small-cap opportunities.

Throughout his investment career spanning nearly two decades at KCM, McMahon has developed deep expertise in bottom-up fundamental analysis and has played a key role in the firm’s research and portfolio management for micro cap equities. He is also an Assistant Portfolio Manager on the Extended Small Cap strategy, helping the firm identify high-potential companies across the lower end of the market capitalization spectrum.

McMahon holds a B.S. in Business Administration from the University of Missouri – St. Louis and an MBA from Washington University. He is recognized for developing and piloting repeatable investment processes, mentoring colleagues, and shaping KCM's approach to uncovering alpha in under-covered market niches, especially micro cap and emerging health care-related stocks.

Career History

OrganizationRoleDate RangeDetails
Kennedy Capital ManagementMicro Cap Portfolio ManagerJan 2021 to Present
Kennedy Capital Management, Inc.Micro Cap Opportunities Portfolio ManagerJan 2020 to Present
Kennedy Capital Management, Inc.Healthcare Research AnalystJan 2005 to Jan 2022

Education

Washington University in St. Louis

Master of Business Administration - MBA

2019 2020

Others at Kennedy Capital Management LLC (18)

NameRoleLocation
Alex Mosman
Alex Mosman
Portfolio ManagerSt. Louis, MO , United States
Andrew Shinn
Andrew Shinn
Research AnalystSt. Louis, MO , United States
B
Brian Hagler
Bank Sector Strategy Manager, Research AnalystMaryville, IL , United States
Chris McDonald
Chris McDonald
Portfolio ManagerSt. Louis, MO , United States
Jean Barnard
Jean Barnard
Portfolio Manager, Director of ResearchDenver, CO , United States
M
Michael Bertz
Portfolio ManagerChesterfield, MO , United States
Ryan Dunnegan
Ryan Dunnegan
Portfolio ManagerSt. Louis, MO , United States
Sam Peterman
Sam Peterman
Research AnalystUnited States
Stas Timofeyev
Stas Timofeyev
Sr. Analyst, Quantitative Solutions and Portfolio AnalysisSt. Louis, MO , United States
S
Stephanie Guglielmo
analystRoswell, GA , United States
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