General Investing >> Money Manager Interviews >> February 21, 2014

Finding Unrecognized Growth Potential in Small Caps

Morey, Andrew
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. Profile
TWST: Could you please begin with an overview of ASTON/LMCG Small Cap Growth Fund?

Mr. Morey: The ASTON/LMCG Small Cap Growth Fund is a three-and-a-half-year-old small-cap growth mutual