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About
W. Hoerle is a Research Analyst at Stone Run Capital, LLC, a New York-based investment management firm. In this capacity, he contributes to the firm’s research function, supporting portfolio construction and security selection decisions. His tenure at Stone Run Capital dates back to at least 2010, reflecting extensive experience and deep familiarity with the firm’s investment strategy and process.
Stone Run Capital manages portfolios heavily weighted toward public equities across U.S. sectors such as technology, healthcare, industrials, and financials, with significant holdings in companies like Autodesk, S&P Global, Berkshire Hathaway, and Amphenol. W. Hoerle’s analytical work is likely concentrated on equity research and fundamental analysis within these industry verticals, contributing to both sector allocation and individual stock selection.
His academic credentials include a Ph.D. from Georgetown University and a bachelor's degree from Trinity College-Hartford, reflecting a strong background in research and analytical thinking. This education, combined with years of direct investment analysis experience, positions him as a valuable specialist in equity research and portfolio strategy at Stone Run Capital.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stone Run Capital, LLC | Research Analyst | Jan 2010 to Present | — |
| Stone Run Capital, LLC | Analyst | Jan 2010 to Present | — |
Education
Georgetown Univeristy
Ph.D.
Trinity College-Hartford
Bachelor's degree
Others at Stone Run Capital, LLC (1)
| Name | Role | Location |
|---|---|---|
| Managing Partner | New York, NY , United States |
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