General Investing >> Money Manager Interviews >> July 1, 2024
Josh Wheeler, CFA, is a Principal and Portfolio Manager at Reinhart Partners, LLC. He joined Reinhart in 2015 as an Equity Analyst and was promoted to Portfolio Manager in 2022. He is the Lead Portfolio Manager for the firm’s Mid Cap PMV and Focused PMV strategies and the Reinhart Mid Cap PMV Fund (RPMMX), and co-Portfolio Manager of the Reinhart International PMV Fund (RPMYX). Prior to joining Reinhart, Mr. Wheeler was an Equity Analyst and Assistant Portfolio Manager with Greenleaf Trust. He holds a B.A. in economics from Hope College and an MBA from the University of Chicago. He earned his Chartered Financial Analyst designation in 2008 and is a member of the CFA Institute. Profile
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TWST: Let’s start with an intro to Reinhart Partners, an overview of the firm’s history and the business as it looks today, as well as the overall investment approach
