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
Finance & AccountingView LinkedIn profile

About Will Smith

20+ years across global capital markets and corporate finance — equity research at…

Experience

  1. 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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Will Smith — Portfolio Manager at Sterling Capital Management LLC in Charlotte, NC, US | Unifers