About
Edward T. Calkins is a partner at RGM Capital, LLC, a Naples, Florida-based investment firm specializing in value-oriented, concentrated equity portfolios focused on small-cap companies. At RGM Capital, he leads investment research, oversees business operations, and manages client relations, contributing significantly to the firm’s high-conviction, selective investment strategy that emphasizes businesses with strong balance sheets, low debt, and active management oversight.
Calkins’ investment expertise centers on U.S. and international small-cap equities, with past portfolio highlights in healthcare technology, software, and industrial sectors. His approach targets undervalued businesses with sustainable growth prospects, often taking substantial stakes to support constructive engagement with management.
Prior to co-founding RGM Capital in 2004, Calkins served as Vice President in the equities division at Goldman Sachs, with assignments in New York, Hong Kong, and London where he focused on international equity sales and research. He holds a Master of Business Administration from an institution awarded between 1992 and 1994, and is recognized for his disciplined investment process and long-term outperformance relative to benchmark indices.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| RGM Capital, LLC | Partner | Jan 2004 to Present | — | 
| Goldman Sachs | Vice President | Aug 1994 to Jan 2003 | — | 
Education
Cornell Johnson Graduate School of Management
Master of Business Administration - MBA
1992 — 1994
Princeton University
Bachelor of Arts - BA
1988 — 1992
Others at RGM Capital, LLC (1)
| Name | Role | Location | 
|---|---|---|
| TTyler Boone | Research Analyst | Naples, FL , United States |