Michael Rega
Sr. Equity Analyst and Portfolio Manager at Adams Diversified Equity Fund, Inc.
About
Michael E. Rega, CFA, is a portfolio manager and senior equity analyst at Adams Diversified Equity Fund, Inc. (ADX), where he is responsible for investment research, equity selection, and portfolio management activities. He develops and implements systematic and quantitative tools for stock evaluation and risk assessment, supporting the fund's approach to diversified U.S. large-cap equities.
Mr. Rega's specific investment focus includes U.S. large-cap equities across multiple sectors, leveraging quantitative and fundamental methods to evaluate companies in sectors such as technology, healthcare, financials, and consumer goods. Prior to joining Adams Funds in 2014, he held senior portfolio management and equity analyst positions at BNP Paribas Investment Partners, Pioneer Global Asset Management, 646 Advisors, and Liberty Financial, building a broad and deep expertise in multi-sector equity research and fund management over a career spanning more than 30 years.
He holds a Bachelor of Arts degree in Mathematics from Holy Cross College and an MBA from Boston College’s Carroll School of Management with a dual concentration in Finance and Computer Science, and he is a CFA charterholder. Mr. Rega is recognized for his analytical rigor, systematic risk management approach, and significant contributions to quantitative strategies within the investment industry, as well as a diverse early career in defense and government service.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Adams Funds | Sr. Equity Analyst and Portfolio Manager | Sep 2014 to Present | • Portfolio Co-Manager Adams Funds US Small Cap Equity Fund • Responsible for risk analysis, monitoring and reviewing of US Large Cap, Natural Resource and US Small Cap portfolios. Includes stress te... |
| BNP Paribas Investment Partners | Sr. Equity Analyst and Portfolio Manager | May 2006 to Aug 2014 | • Portfolio Co-Manager Parvest US Equity Small Cap Fund • Assist in design, modification and implementation of a disciplined quantitative and fundamental portfolio methodology used to manage US Large ... |
| Pioneer Investments | Portfolio Manager | May 2004 to May 2006 | • Co-managed Pioneer Growth Opportunities Fund, Priamo Fund and Pioneer Small Company Fund VCT. Funds were small cap growth and core styles. Management style employed a combination of fundamental re... |
| 646 Advisors | Partner - Portfolio Manager | Sep 2000 to Apr 2004 | • Co-managed multi-sector market neutral hedge fund. • Responsible for the core portion of fund. Holdings were model driven and constructed in industry neutral pairs. • Developed and implemented propr... |
| Liberty Financial/Colonial Management Associates | Vice-President – Portfolio Manager | Jul 1993 to Aug 2000 | ·Co-manager of Liberty Small Cap Value Fund (starting 4/95) and Liberty Select Value Fund (starting 10/97). Managed portfolios employing a combination of fundamental research and multi-dimensional qu... |
| Loral Aerospace/MIT Lincoln Laboratory | System Project Manager | Jul 1989 to Jul 1993 | ·Project Manager for the design, implementation and support phases of system conversion from an IBM mainframe to VAX/Sun distributed computer system. System was used for radar data processing and a... |
| Braintree Technology | Manager - Product Support | Jun 1988 to Jul 1989 | ·Managed product support department responsible for customer, product, pre-sales and trade show support. ·Products were system accounting, monitoring and tuning tools for the VAX/VMS environment. ·Tra... |
| Federal Bureau of Investigation | Special Agent | Sep 1987 to Jun 1988 | ·Conducted investigations of federal statute violations. ·Elected class spokesperson for FBI Academy graduation exercises by fellow classmates. ·Granted U.S. Top Secret/SBI security clearance. |
| Loral Aerospace/MIT Lincoln Laboratory | Senior Programmer | Feb 1984 to Sep 1987 | ·Developed and maintained computer programs for aerospace analysis and general business applications. ·Received promotions from programmer to programmer/analyst to senior programmer. ·Granted U.S. Top... |
| College of the Holy Cross | Football Coach – Offensive Line | Aug 1983 to Feb 1984 | ·Developed computer programs applying statistical analysis used for scouting purposes. ·Recruited and evaluated potential student/athletes |
| National Security Agency | Cryptologic Mathematician | Jun 1982 to Aug 1983 | ·Performed statistical analysis to break computer generated codes. |
Education
Boston College - Carroll School of Management
Master of Business Administration (M.B.A.), Finance, Minor in Computer Science
1989 — 2002
College of the Holy Cross
Bachelor of Arts (B.A.), Mathematics
1978 — 1982
Others at Adams Diversified Equity Fund, Inc. (9)
| Name | Role | Location |
|---|---|---|
B Brian Hook | Vice President, Chief Financial Officer and Treasurer | Baltimore, MD , United States |
D David Schiminger | analyst | Baltimore, MD , United States |
M Michael Kijesky | Vice President | Baltimore, MD , United States |
W William Reinhardt | Senior Equity Analyst - Industrials | FL , United States |
 | Equity Research Analyst | Baltimore, MD , United States |
G Greg Buckley | Portfolio Manager | United States |
J Jeff Schollaert | Senior Equity Analyst | Baltimore, MD , United States |
N Nancy Prue | Executive Vice President | Baltimore, MD , United States |
S Steven Crain | Senior Equity Analyst, Vice President, CFA | Ellicott City, MD , United States |