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Patrick Riley

Senior Portfolio Manager and Analyst: Genesis Small Cap Growth Equity Portfolio at Sawgrass Asset Management LLC

Ponte Vedra Beach, FL , United States

About

Patrick Riley, CFA, is a Senior Portfolio Manager and Analyst at Sawgrass Asset Management LLC, based in Ponte Vedra Beach, FL. He leads the Genesis Small Cap Growth Equity Portfolio, specializing in the construction and management of small and SMid cap growth equity portfolios with a focus on high-quality and stable growth companies. As part of his responsibilities, Mr. Riley spearheads new product initiatives and manages portfolios of 70–90 companies using a bottom-up approach that blends quantitative and qualitative research methods.

His investment expertise centers on U.S. small and SMid cap growth equities, with portfolio coverage spanning consumer services, finance, and other growth-oriented sectors. Mr. Riley is actively involved in Sawgrass's equity research and strategy committees, where he assists in maintaining the firm's proprietary quantitative analytics modeling system. He is also regularly recognized as a subject matter expert at industry summits, notably participating in events like the Furey Research Partners Small Cap Ideas Summit.

Mr. Riley has over 26 years of industry experience, including previous roles as small cap equity manager at Barnett Capital Advisors, Inc., and since 1998 as assistant and senior portfolio manager at Sawgrass Asset Management. He holds an MBA in Finance from Auburn University, a BBA in Marketing from Marshall University, and has been a CFA charterholder since 1996, underpinning his reputation for launching profitable investment strategies and building consensus in volatile markets.

Career History

OrganizationRoleDate RangeDetails
Sawgrass Asset Management, L.L.C.Senior Portfolio Manager and Analyst: Genesis Small Cap Growth Equity PortfolioApr 2010 to Present
Within my capacity as a Portfolio Manager, I am responsible for providing comprehensive expertise, direction, and guidance in the construction of client portfolios using Small and SMid Cap strategies....
Sawgrass Asset Management, L.L.C.Senior Portfolio Manager and Analyst: SMid Core Equity PortfolioMar 2020 to Present
Sawgrass Asset Management, L.L.C.Assistant Portfolio Manager and Analyst: Small Cap GrowthJan 1998 to Present
Additional responsibilities: * Assist in the maintenance of the Firm’s proprietary quantitative analytics modeling system. * Member of Firm's Equity Committee. * Member of Firm's Strategy Committee. *...

Education

Auburn University

Master of Business Administration - MBA, Finance, General

1987 1989

Auburn University

Master of Business Administration (MBA), Finance

Marshall University

Bachelor of Business Administration (BBA), Marketing

Skills & Expertise

Portfolio Management
Equities
Investment Strategies
Equity Research
Investments
Asset Management
Financial Analysis
Marketing
Public Relations
Sales
Journalism
Creative Writing
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
FactSet Research Management
Teaching
Coaching
Leadership
Creativity
Persuasion
Advent Axys
Advent Moxy
Thomson Reuters Eikon
Axioma Risk Module (FactSet)
William O'Neil WONDA
William O'Neil Panaray
Group Influencing

Others at Sawgrass Asset Management LLC (6)

NameRoleLocation
Anthony Brooks
Anthony Brooks
Portfolio ManagerJacksonville, FL , United States
B
Brian Monroe
PrincipalJacksonville Beach, FL , United States
C
Chris Greco
PartnerPonte Vedra Beach, FL , United States
Dean McQuiddy
Dean McQuiddy
PrincipalPonte Vedra Beach, FL , United States
Liridon Gila
Liridon Gila
Portfolio ManagerJacksonville, FL , United States
T
Tim Christiansen
Head Equity TraderPonte Vedra Beach, FL , United States