General Investing >> Money Manager Interviews >> April 14, 2015

Building a Concentrated Portfolio with a Focus on Small- and Mid-Cap Names

Villere III, St. Denis
St. Denis Villere III is Partner/Portfolio Manager at Villere & Co. He joined the firm in 1999 to launch and manage Villere’s first mutual fund. He started his career as an institutional research analyst and equity sellside analyst with Gerard Klauer Mattison, a Wall Street institutional equity research firm. He received a degree in finance from Southern Methodist University. He is a member of the CFA Institute. Mr. Villere has been frequently quoted by The Wall Street Journal, Associated Press and Reuters. He is a regular guest on CNBC and other financial media outlets. Mr. Villere dedicates much of his personal time to New Orleans charities. As President of Carrollton Boosters, he oversees 5,000 players in youth baseball, softball, basketball, soccer, flag football and lacrosse. He is the former Board Chairman of Trinity Episcopal School. He also serves on the board of Pro Bono Publico Foundation, helping the organization raise $1 million for New Orleans charter schools every year. In 2004, he was a co-founding trustee of Choice Foundation where he served as Treasurer. Mr. Villere is married with three children. Profile
TWST: Could tell us a little bit about your firm and your role in it?

Mr. Villere: Sure. My firm is a fourth-generation money management firm that my great grandfather founded over 100