Sharon L. Ward, CFA, is Principal and Head of Fundamental Analysis of BRC Investment Management, LLC. Ms. Ward is responsible for portfolio management, investment research and fundamental investment process. She is responsible for fundamental analysis of the consumer discretionary, consumer staples, financials, technology and telecom sectors of the equity portfolio. Previously, Ms. Ward was Managing Director of Equities for Duff & Phelps Investment Management Co.; Sellside Research Analyst at William Blair & Company; and Executive Consultant at Peterson Consulting. She is a member of the CFA Institute and CFA Society Chicago. Ms. Ward has an MBA from Kellogg School of Management, Northwestern University, and a Bachelor of Science in engineering from the University of Illinois. Ms. Ward has 18 years of investment experience.
Using Behavioral Models to Identify Investment Opportunities
January 21, 2015