Robert Bridges, CFA^®

Background

Robert Bridges, CFA^®, Senior Managing Director, joined SCM in 1996 and has investment experience since 1991. Bob is Chief Investment Officer and Head of Equity. He leads SCM’s Equity Opportunities Group and Insight Equity Group. He also serves as Co-Head of the Factor Investing/Behavioral Finance team. He became part of SCM's Fundamental Equity Team in 2000 and from that time had 14 years of experience as a Senior Analyst supporting the firm’s Mid Value and Small Cap Value fundamental portfolios. In 2006, he embarked on a research project that led to the development of the firm’s first factor-based strategy. This process led to the creation of the Behavioral Small Cap Value portfolio in 2008 and laid the groundwork for future expansion into other factor-based portfolios. Bob has significant experience in portfolio construction methods, risk analytics, fundamental analysis, and quantitative analysis. Prior to joining SCM, he worked as a research analyst and investment committee member at Bridges Investment Counsel (now known as Bridges Trust). Bob received his B.S. in Business from Wake Forest University. He holds the Chartered Financial Analyst^® designation.

Area of Focus

• Insight Equity Group
• Fundamental Equity and Research
• Factor Investing

Previous Experience

• Bridges Investment Counsel, Inc.
• Provident Trust Company

Education

• B.S. Wake Forest University

Affiliations & Professional Licenses

• CFA Institute
• CFA Society North Carolina