Kennedy Capital Management

Overview

Kennedy Capital Management, established in 1980, is a St. Louis-based investment firm specializing in small and mid-cap equity strategies. The firm offers a range of investment products, including separately managed value, growth, and core small-cap portfolios for institutional investors, as well as a core small-cap product for individual investors. As of June 30, 2024, Kennedy Capital managed approximately $4.9 billion in assets under management. The firm's investment approach is characterized by a disciplined and consistent process, integrating environmental, social, and governance (ESG) considerations into its research. Kennedy Capital's client base includes corporate and public pension funds, endowments, foundations, multi-employer plans, and high-net-worth individuals. The firm is committed to fostering an entrepreneurial culture that results in mutually beneficial long-term relationships. In November 2022, Kennedy Capital formed a strategic partnership with Azimut Group, allowing Azimut to acquire a minority interest in the firm while Kennedy Capital continues to operate independently, maintaining control over its investment processes, brand, and culture. This partnership aims to enhance Kennedy Capital's ability to deliver performance and serve its clients by leveraging Azimut's global resources. The firm's leadership team includes Donald Cobin, CFA®, President and Chief Executive Officer; Jean Barnard, CFA®, Director of Research and Portfolio Manager; Doris Hunt, IACCP®, Chief Compliance Officer; Frank Latuda, Jr., CFA®, Chief Investment Officer and Portfolio Manager; Richard Oliver, Chief Financial Officer; Niraj Shah, Chief Strategy Officer; and Patrick Wolcott, Chief Operating Officer.