Chad Hoffman is a Portfolio Manager and Business Analyst for WCM Investment Management. He joined WCM in 2018. His primary responsibilities include equity research for the firm’s US small-cap and SMID-cap growth strategies. Since he began his investment career in 1998, Mr. Hoffman’s experience includes a position as assistant portfolio manager at Kennedy Capital Management and at Missouri Valley Partners.
Mr. Hoffman served as equity research analyst at both Kennedy Capital Management and Missouri Valley Partners, with significant experience following the information technology sector. He graduated from Saint Louis University (Missouri) with a BS in finance.
An actively managed small-cap growth fund built on a strong bottom-up fundamental research framework.