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About
Robert Smith is a Principal and Equity Analyst at Vulcan Value Partners, based in Birmingham, Alabama. As part of the research team, he is responsible for conducting equity research and contributing to the firm's investment strategies, with a focus on the analysis of high-quality businesses and fundamental value investing.
Since joining Vulcan Value Partners in 2021 as an Associate Analyst and earning a promotion to Principal, Equity Analyst in 2023, Robert has played a key role in the firm's portfolio management process. He specializes in evaluating publicly traded equities across a variety of industries, with exposure to middle market clients in his past M&A advisory work, though Vulcan's strategies generally center on large- and mid-cap U.S. equities.
Prior to Vulcan, Robert was an Associate in the Mergers & Acquisitions group at KeyBanc Capital Markets, executing sell-side transactions for middle market companies across sectors. He holds a Bachelor of Science in Accounting and Finance from the University of Alabama and is a CFA Charterholder, reflecting a strong grounding in financial analysis and investment research.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Vulcan Value Partners | Principal, Equity Analyst | Jan 2023 to Present | — |
| Vulcan Value Partners | Associate Analyst | Mar 2021 to Jan 2023 | — |
| KeyBanc Capital Markets | Associate | Feb 2019 to Sep 2020 | Mergers & Acquisitions |
| KeyBanc Capital Markets | Analyst | Aug 2016 to Feb 2019 | Mergers & Acquisitions |
Education
University of Alabama
Bachelor of Science (B.S.), Accounting and Finance
2012 — 2016
Skills & Expertise
Others at Vulcan Value Partners, LLC (14)
| Name | Role | Location |
|---|---|---|
A Allen Cox | Analyst | Birmingham, AL , United States |
| Principal, Equity Analyst | Birmingham, AL , United States | |
| Principal, Portfolio Manager | Birmingham, AL , United States | |
| Principal | Birmingham, AL , United States | |
| Trading Associate | United States | |
M Michele O'Daniel | Equity Trader | Alabaster, AL , United States |
T Trenton Green | Analyst | Birmingham, AL , United States |
| Research Associate | Birmingham, AL , United States | |
| Associate Equity Analyst | Birmingham, AL , United States | |
C Colin Casey | Principal, Portfolio Manager | Birmingham, AL , United States |