Will Smith
Portfolio Manager at Sterling Capital Management LLC
- Role
- Portfolio Manager at Sterling Capital Management LLC
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Will Smith
20+ years across global capital markets and corporate finance — equity research at…
Experience
Portfolio Manager
Sterling Capital Management LLC
Jan 2015 — Present · Charlotte, NC, US
As a senior analyst (20••••20) I recommended dozens of stocks in various sectors that returns an average CAGR of 25% outperforming their benchmark by an annualized 2,049bps with a 75% batting average and 209% slugging percentage. I was then promoted to portfolio manager for various small and mid-cap products (20••••25) where I continued to deliver strong alpha across various sectors and cap ranges.
Education
CFA Institute
CFA
London Business School
MBA
Vanderbilt University
Bachelor of Engineering
Skills
- Analysis
- Financial Modeling
- Equity Research
- Equities
- Investments
- Valuation
- Finance
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