Andrew Morey
Portfolio Manager - Head of Small Cap Growth at LMCG Investments, LLC
About
Andrew Morey, CFA, served as Portfolio Manager and Head of Small Cap Growth at LMCG Investments, LLC in Boston, MA, where he led the firm's small and small/mid cap investment strategies starting in January 2012. His responsibilities included managing growth-oriented equity portfolios, overseeing strategy development, and acting as lead portfolio manager for small cap growth mutual funds.
His focus was on U.S. small and small/mid cap equities with an emphasis on companies that exhibit strong earnings growth potential, robust balance sheets, and competitive industry positioning. Morey specialized in identifying opportunities across diverse sectors, often targeting firms that dominate industry niches with significant barriers to entry.
Prior to joining LMCG, Andrew Morey was Head of Small Cap Growth at Crosswind Investments LLC and held the same role at Tartan Partners LLC. He earned an MBA from Columbia Business School and a BA in Economics from Vanderbilt University, and is recognized for his analytical rigor and sector expertise. Notably, he contributed to the industry by advancing risk-adjusted, style-pure growth strategies and serving as a portfolio manager for multiple SEC-registered mutual funds.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| LMCG Investments, LLC | Portfolio Manager - Head of Small Cap Growth | Dec 2011 to Present | — |
| Crosswind Investments LLC | Portfolio Manager - Head of Small Cap Growth | Oct 2007 to Dec 2011 | — |
| Tartan Partners LLC | PM - Small Cap Growth | Feb 2005 to Oct 2007 | — |
| State Street Research | PM - Small Cap Growth | May 1995 to Feb 2005 | — |
| Kidder Peabody | Research Analyst | Jan 1991 to Jan 1993 | — |
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
1993 — 1995
Vanderbilt University
BA, Economics
1987 — 1991
Skills & Expertise
Others at LMCG Investments, LLC (8)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | New York, NY , United States | |
| Portfolio Manager, Partner | United States | |
| Managing Partner | Boston, MA , United States | |
| Managing Partner and Portfolio Manager | Boston, MA , United States | |
| Partner, Portfolio Manager | Boston, MA , United States | |
| Trading Analyst | New York, NY , United States | |
| Partner | Boston, MA , United States | |
| Portfolio Manager and Advisor | Boston, MA , United States |