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Reed Wirick
Portfolio Manager and Analyst at Rice Hall James & Associates, LLC
About
Reed M. Wirick, CFA, is a Portfolio Manager and Analyst at Rice Hall James & Associates, LLC, based in San Diego, CA. In this role, he is responsible for managing and analyzing equity portfolios, specifically focusing on strategies covering SMID cap, small cap, and micro cap equities. Reed has overseen these portfolios since joining the firm in July 2008 and is integral to their small-cap and micro-cap investment product lines.
His investment expertise is concentrated in U.S. equities, with particular emphasis on companies that exhibit market capitalizations within the Russell 2000 and micro-cap indices. Reed applies a fundamental, bottom-up research approach aimed at uncovering pricing inefficiencies and undervalued growth opportunities in less widely followed companies.
Before Rice Hall James, Reed was a Senior Manager Research Associate and Performance Analyst at Cambridge Associates and previously served as an Economist at the Bureau of Economic Analysis. He holds an MBA from the Tuck School of Business at Dartmouth and a BA in Economics and Political Science from St. Mary's College of Maryland. Reed is a CFA charterholder and member of CFA Society San Diego, reflecting his commitment and impact in the field of small and micro-cap equity investing.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Rice Hall James & Associates, LLC | Portfolio Manager and Analyst | Jul 2008 to Present | Lead PM/Analyst on firm's Micro Cap Equity strategy, contributing PM/Analyst on firm's Micro Cap Equity, Small Cap Equity and SMid Cap Equity strategies. |
| Cambridge Associates | Research Analyst | Mar 2000 to Jun 2006 | — |
| Bureau of Economic Analysis | Economist | Jun 1998 to Mar 2000 | — |
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
2006 — 2008
St. Mary's College of Maryland
BS, Economics and Political Science
1994 — 1998
Skills & Expertise
Others at Rice Hall James & Associates, LLC (8)
| Name | Role | Location |
|---|---|---|
A Alec Harrell | Analyst | Los Angeles, CA , United States |
| Analyst | CA , United States | |
| Senior Analyst | Pasadena, CA , United States | |
| Portfolio Manager and Analyst | San Diego, CA , United States | |
G George Kruntchev | Portfolio Manager, Partner | San Diego, CA , United States |
L Lou Holtz | Portfolio Manager | Pasadena, CA , United States |
| Trader | CA , United States | |
T Tim Todaro | portfolio manager | Alpine, CA , United States |
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