Western Standard LLC

Overview

Western Standard LLC is a private investment firm that manages partnerships focused on small-capitalization stocks in the United States and internationally. Their investment approach is research-intensive, emphasizing downside risk mitigation and long-term capital appreciation. The firm seeks to collaborate with experienced management teams in industries often overlooked by institutional investors, with a significant portion of assets representing the wealth of employees and their families, reflecting a long-term investment horizon. The firm's team includes Portfolio Manager & Partner Eric Andersen, who founded Western Standard in 2008 after roles at Blackstone Group, J.P. Morgan Partners, JCK Partners, and Ivory Investment Management. He holds a B.A. in History and Economics from Dartmouth College and is a CFA charterholder. Director of Research & Partner Robert Wallendorf joined in 2010, overseeing the investment research process. Previously, he was at Ivory Investment Management and began his career as an auditor at Deloitte & Touche. He holds a B.S. in Accounting and Finance from the University of Arizona and an M.S. in Accountancy from the University of Notre Dame, and is a Certified Public Accountant and CFA charterholder. Analyst Jason Sohal joined in 2009 after an internship, focusing on financial companies. He previously worked in healthcare at an outpatient rehabilitation facility and studied Psychology at the University of California, San Diego. Analyst Forest Zhang joined in 2013 after an internship, focusing on non-U.S. securities. He previously interned at the Orange County Treasurer’s Office in the fixed income department and graduated from California State University, Long Beach with a B.S. in Finance; he is also a CFA charterholder.