Andrew Morey, CFA, joined Lee Munder Capital Group in January 2012 as Portfolio Manager of the Small Cap Growth and Small/Mid Cap Growth strategies by virtue of the company’s acquisition of Crosswind Investments, LLC. Prior to joining Lee Munder Capital Group, Mr. Morey was a Partner with Crosswind Investments, LLC, and the Portfolio Manager for the Crosswind Small and Small/Mid Cap strategies. Mr. Morey was also the Founder and Lead Portfolio Manager of Tartan Partners, LLC. Prior to Tartan Partners, LLC, Mr. Morey worked at State Street Research & Management from 1995 to 2005. He spent five years as an Analyst focusing on a variety of sectors, and then served as Lead Portfolio Manager for the Concentrated Small Cap Growth strategy as well as Co-Portfolio Manager on the Small Cap Growth strategy from 2000 to 2005, responsible for managing $1.8 billion in assets. Mr. Morey was also a Research Analyst for Gabelli & Company, Inc., from 1994 to 1995. He also worked as a Research Analyst for Kidder, Peabody & Co., from 1991 to 1993. Mr. Morey holds a B.A. from Vanderbilt University and an MBA from Columbia Business School.
Finding Unrecognized Growth Potential in Small Caps
February 21, 2014