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Reed Wirick

Portfolio Manager and Analyst at Rice Hall James & Associates, LLC

San Diego, CA , United States

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

OrganizationRoleDate RangeDetails
Rice Hall James & Associates, LLCPortfolio Manager and AnalystJul 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 AssociatesResearch AnalystMar 2000 to Jun 2006
Bureau of Economic AnalysisEconomistJun 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

Leadership
Microsoft Office
Investments
Business Analysis
Asset Management
Portfolio Managers
Equities
Investment Management

Others at Rice Hall James & Associates, LLC (8)

NameRoleLocation
A
Alec Harrell
AnalystLos Angeles, CA , United States
Anthony Yamarone
Anthony Yamarone
AnalystCA , United States
Dakota Safford
Dakota Safford
Senior AnalystPasadena, CA , United States
Dan Sargen
Dan Sargen
Portfolio Manager and AnalystSan Diego, CA , United States
G
George Kruntchev
Portfolio Manager, PartnerSan Diego, CA , United States
L
Lou Holtz
Portfolio ManagerPasadena, CA , United States
Brandon Toney
Brandon Toney
TraderCA , United States
T
Tim Todaro
portfolio managerAlpine, CA , United States

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