Joshua Bennett is Senior Managing Director and Director of Research at Weatherbie Capital, LLC. Josh is a Portfolio Manager on the Weatherbie Specialized Growth Strategy, the Weatherbie Long/Short Strategy and the Alger Dynamic Opportunities Strategy. He also has research responsibilities in the consumer, industrials, technology and diversified business services areas.
Josh joined Weatherbie Capital in July 2007 and has 20 years of investment experience. Prior to joining Weatherbie, he was an Equity Research Analyst at MFS Investment Management in Boston where he focused on the Aerospace/Defense and Transportation sectors.
Josh also has previous experience with Fidelity Investments as a High Yield research associate.
Josh received his M.B.A. from the Tuck School of Business at Dartmouth (Edward Tuck Scholar with Distinction) and he earned a B.A. in Economics (Summa Cum Laude) from Wheaton College (IL).
Josh is a CFA charterholder and is a member of both the CFA Society Boston and the CFA Institute. Josh is a Trustee at Lexington Christian Academy (Lexington, MA), and is also a member of the Investment Committee of Christian
Ticker | Fund Name | Net Asset ($ M)* |
---|---|---|
OPGSX | Alger SMid Cap Focus Fund | $ M |
ALMAX | Alger SMid Cap Focus Fund | $ M |
SPEDX | Alger Dynamic Opportunities Fund | $8470 M |
* Net Assets include for all classes