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About
Sally Williams is an Analyst at Covey Capital Advisors, LLC, a boutique investment advisory and hedge fund firm based in Atlanta, Georgia. In her current role, she is responsible for conducting investment research, analyzing portfolio companies, and supporting the investment team in the management of discretionary client assets. Sally plays a key part in evaluating equity opportunities and making recommendations that influence portfolio construction.
She has been with Covey Capital Advisors since 2007, leveraging her extensive experience to cover various public equity sectors, including financial services, technology, healthcare, and consumer discretionary, as evident from the firm's reported 13F holdings in companies like Medpace Holdings (healthcare), Progressive Corp (insurance/financials), Visa Inc (financials/technology), and Driven Brands (consumer services). Previously, Sally was a Junior Analyst at Southeast Asset Advisors, where she developed foundational skills in investment analysis and client advisory.
Sally holds a degree in Economics from The University of the South. Her analytical expertise, particularly in equity selection and portfolio analytics for high-net-worth and institutional clients, has contributed to Covey Capital’s reputation for disciplined, research-driven investment decisions within key sectors of the U.S. equities market.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Covey Capital Advisors | Analyst | Sep 2007 to Present | — |
| Southeast Asset Advisors | Jr. Analyst | Jul 2006 to Sep 2007 | — |
Education
The University of the South
Economics
2002 — 2006
Skills & Expertise
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