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Jean Barnard — Institutional Investor Profile | Buyside Digest

Jean Barnard

Institutional Investor • Kennedy Capital Management Small Cap Growth

Value

$641.0B

Stocks

50 Stocks (50 new)

Turnover

N/A

CIK

SEC FilingsEDGAR ↗

Top Holdings

VMI(3.82%) QCRH(3.78%) MRCY(2.85%) CHEF(2.68%) GMED(2.63%)

About Investor

Jean Barnard, CFA, serves as Director of Research and Portfolio Manager at Kennedy Capital Management LLC, based in Denver, Colorado. She oversees the Small Cap Growth and SMID Cap Growth strategies and leads internal research operations, directing the investment process while also serving as a board director involved in strategic decisions for the firm. Ms. Barnard specializes in small and mid-cap equities with a focus on the internet, media, and telecommunications sectors. Before joining Kennedy Capital Management in 2018, she held senior roles at Janus Capital, including Executive Vice President and Co-Portfolio Manager for the Janus Classic Growth Strategy, as well as Sector Lead for Communications, managing a global analyst team. Her investment career began at Janus Capital in 1992 as an equity research analyst and founding member of the international investment team. She holds a Bachelor of Arts with distinction in Economics and Political Science from Yale University.

Investor Philosophy

Investment philosophy details pending verification.

Jean Barnard Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
VMI	None	Valmont Industries Inc.	Industrials	$57.4M	3.8%	No Change
QCRH	None	QCR Holdings	General	$56.9M	3.8%	No Change
MRCY	None	Mercury Systems Inc.	Industrials	$43.0M	2.9%	No Change
CHEF	None	The Chefs' Warehouse	General	$40.3M	2.7%	No Change
GMED	None	Globus Medical Inc	Health Care	$39.7M	2.6%	No Change
DINO	None	HF Sinclair Corporation	Energy	$38.8M	2.6%	No Change
ICHR	None	Ichor Holdings, Ltd.	General	$37.8M	2.5%	No Change
FUL	None	H.B. Fuller Company	Materials	$37.0M	2.5%	No Change
GTES	None	Gates Industrial Corporation plc	Industrials	$36.2M	2.4%	No Change
SF	None	Stifel Financial Corp.	Financial Services	$35.9M	2.4%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

General32.5%

Industrials22.3%

Energy9.6%

Health Care8.0%

Information Technology5.6%

Sector	Stocks	Value	Exposure
General	16	$489.4M	32.5%
Industrials	10	$336.3M	22.3%
Energy	5	$145.1M	9.6%
Health Care	4	$120.1M	8.0%
Information Technology	3	$84.7M	5.6%
Financials	3	$76.8M	5.1%
Materials	2	$61.0M	4.0%
Financial Services	2	$59.5M	4.0%
Healthcare	2	$55.6M	3.7%
Real Estate	1	$27.3M	1.8%
Consumer Cyclical	1	$26.2M	1.7%
Technology	1	$23.6M	1.6%