General Investing >> Money Manager Interviews >> August 9, 2004
SHERWOOD T. SMALL, president of Boston Private Value Investors, joined
the firm in 1992 and became its majority shareholder at the end of that
year. His primary responsibility is research and portfolio strategy. His
experience includes eight years as a senior mergers and acquisitions
professional with Bear Stearns and Salomon Brothers, where he
specialized in analyzing undervalued companies. Prior to his work in
M&A, he worked as a security analyst for six years at Donaldson, Lufkin
& Jenrette and at Lehman Brothers. Mr. Small received his undergraduate
degree in economics from Clark University in 1966 and has an MBA from
Cornell University. He is a former trustee of Clark University and the
Montshire Museum, and a member of the Corporation of the Hurricane
Island Outward Bound School. He is also a member of the New York Society
of Security Analysts, the Boston Security Analysts Society and the CFA
Institute. Profile
MARTHA E. COTTRILL, CFA is a managing director of Boston Private Value
Investors. She joined the firm in 1987 after spending two years with
Morgan Stanley in New York City and is the lead portfolio manager for
the Mid-Cap Equity portfolios and for the Tax-Conscious Russell 1000
value portfolios. In addition to portfolio management, Ms. Cottrill
combines her technological and investment background to direct the
quantitative side of the firm's investment disciplines. A Phi Beta Kappa
graduate of John Hopkins University, she is also a member of the CFA
Institute. Profile
Investors and your responsibilities there?
Mr. Small: Boston Private was started about 20 years ago in New
Hampshire. I
