About
Sam Smith, CFA, is a Principal and Portfolio Manager at Peregrine Capital Management LLC, based in Saint Paul, Minnesota. He leads the Small Cap Growth investment team, sharing responsibility for fundamental research, stock selection, and portfolio management. As an owner of the firm, he is integral in shaping Peregrine's small-cap growth strategy and client outcomes.
Smith's primary focus is on U.S. small-cap growth equities, specializing in identifying high-potential companies poised for significant expansion. He is deeply involved in all aspects of the investment process, from idea generation to portfolio construction, emphasizing bottom-up, fundamental analysis within the small cap space.
Sam joined Peregrine in 2006 as a Portfolio Assistant, advancing to Senior Analyst and then Portfolio Manager. He holds a B.A. in Financial Management and Economics from the University of St. Thomas and has earned the Chartered Financial Analyst® (CFA) designation. Beyond his portfolio duties, he has contributed to the investment community as a past board member and chair of the Advocacy and Public Awareness Committee with CFA Society Minnesota.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Peregrine Capital Management, LLC | Portfolio Manager | Jan 2021 to Present | — |
| Peregrine Capital Management, LLC | Senior Analyst | Feb 2017 to Mar 2019 | — |
| Peregrine Capital Management, LLC | Analyst | Jan 2012 to Jan 2017 | — |
| Peregrine Capital Management, LLC | Portfolio Assistant | Oct 2006 to Dec 2011 | — |
| CFA Society Minnesota | Board Member | Jan 2010 to Jan 2017 | — |
| Deephaven Capital Management | Treasury | Jun 2005 to Jun 2006 | — |
| Wachovia Securities, LLC | Wealth Mangement | Sep 2004 to Jun 2005 | — |
Education
University of St. Thomas
BA, Financial Management and Economics
2002 — 2006
Skills & Expertise
Others at Peregrine Capital Management LLC (19)
| Name | Role | Location |
|---|---|---|
A Andrew Flis | Portfolio Manager | Saint Paul, MN , United States |
| Portfolio Manager | Minnetonka, MN , United States | |
| Data and Reporting Analyst | Minneapolis, MN , United States | |
G Gary Nussbaum | Principal | Minneapolis, MN , United States |
J Jack Israel | Area Vice President | Hightstown, NJ , United States |
| Equity Analyst, Small Cap Growth | Saint Paul, MN , United States | |
| Principal, Portfolio Manager | Minneapolis, MN , United States | |
| Senior Portfolio Manager and Owner and Board Member | Jackson, WY , United States | |
| Senior Equity Analyst | Denver, CO , United States | |
B Bella Dyer | Programmer Analyst | Redondo Beach, CA , United States |