Sign in

You're signed outSign in or to get full access.

Sara Hasan

Sara Hasan

Research Analyst at Bridge City Capital, LLC

Portland, OR , United States

About

Sara Hasan, CFA is a Research Analyst and Portfolio Manager at Bridge City Capital, LLC, an investment advisory firm based in the Portland, Oregon area. Since joining Bridge City in 2020, she has contributed fundamental company research and analysis across economic sectors, with a notable focus on small-cap growth equities. Her role encompasses generating investment ideas and supporting Bridge City’s team in delivering value to institutional clients through rigorous fundamental research.

Sara brings over 15 years of investment industry experience, having led equity research coverage in financials and consumer lifestyle companies at McAdams Wright Ragen/Robert W. Baird & Co. She also has experience in investor relations and corporate finance through prior roles at Weyerhaeuser and Starbucks, complementing her expertise in both analytical and client-facing capacities. Sara began her career at the State of Wisconsin Investment Board and has served on the boards of several non-profit organizations.

She holds a Bachelor of Business Administration in Finance, Investment & Banking, and Marketing from the University of Wisconsin-Madison and is a CFA charterholder. Sara’s investment approach emphasizes identifying high-quality companies with strong financials and above-average growth, primarily within the small-cap asset class.

Career History

OrganizationRoleDate RangeDetails
Bridge City CapitalResearch AnalystJul 2020 to Nov 2021
WeyerhaeuserSenior Manager, Investor RelationsMar 2019 to Jun 2020
WeyerhaeuserManager, Investor RelationsJan 2018 to Mar 2019
StarbucksBusiness Analysis Manager, Corporate Financial Planning and Analysis and Starbucks Technology FinanceDec 2016 to Jan 2018
Distilled complex technology concepts into comprehensive and concise business cases for presentation to executive leadership. Provided coaching and guided technologists to sound financial decisions in...
Robert W. Baird & Co.Senior Vice President, Senior Equity Analyst, PWM Value Equity ResearchNov 2014 to Feb 2015
McAdams Wright RagenSenior Vice President, Equity Research AnalystJun 2004 to Nov 2014
Contributing member of a small, nationally-ranked stock-picking team. Provided fundamental equity research used to manage $10 billion in internal assets and published sell-side research recommendatio...
State of Wisconsin Investment BoardInvestment Support Specialist: EquitiesJun 2003 to May 2004
Created company and industry summaries for use by analysts and portfolio managers, primarily within the consumer products and beverages sector. Maintained and updated reference tables in the Macgregor...

Education

Wisconsin School of Business

Bachelor of Business Administration (B.B.A.), Finance, Investment & Banking; Marketing

Skills & Expertise

Industry Analysis
Equity Valuation
Forecasting
Portfolio Management
Investments
Value Investing
Equity Research
Investment Management
Public Speaking
Published Author
Financial Modeling
Equities
Valuation
Series 7
Financial Services
Wealth Management
Asset Management
Strategy
Financial Analysis

Others at Bridge City Capital, LLC (2)

NameRoleLocation
Alex Woodward
Alex Woodward
PresidentPortland, OR , United States
J
Jim Bradshaw
Principal - Portfolio Manager and AnalystPortland, OR , United States

Similar Fund Managers

NameRoleFundLocation
Dominic Marshall
Dominic Marshall
Chief Investment Officer and Senior Portfolio ManagerPacific Ridge Capital Partners, LLCClackamas, OR , United States
Adam Wilkie
Adam Wilkie
Equity Research AnalystPacific Ridge Capital Partners, LLCLake Oswego, OR , United States