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    David Potter

    Partner and Portfolio Manager at Fuller & Thaler Asset Management

    David Potter is a Partner and Portfolio Manager at Fuller & Thaler Asset Management, based in the San Francisco Bay Area.1 He has been with the firm since February 2005, leading U.S. Small Cap Value and Mid Cap Value Equity Portfolios.1 Potter won the 2015 3 and 5 year Lipper Award for his work.1

    Career History

    • Fuller & Thaler Asset Management: Portfolio Manager (Feb 2005 - Present)1
    • Goldman Sachs: Vice President - Financial Institutions Group (Jul 2001 - Jan 2005)1
    • Scotiabank: Associate Director: Developing Markets Credit (Jun 1994 - Sep 1999)1

    Education

    • The University of Chicago - Booth School of Business: MBA (1999 - 2001)1
    • McGill University: B.A. in Economics (1990 - 1994)1
    • CFA: Chartered Financial Analyst (1996 - 1998)1

    Potter specializes in asset management, financial services, value investing, and portfolio management.1 He is responsible for Small-Cap Value and Mid-cap Value strategies at Fuller & Thaler.2 As of February 2025, he has been in the industry for over 30 years, having started his career in 1994.2

    Highlights

    David Michael Potter: Positions, Relations and Network
    Richard Thaler and Portfolio Manager David Potter interviewed on ...

    Related Questions

    What are David Potter's key achievements at Fuller & Thaler Asset Management?
    How does David Potter apply behavioral finance in his investment strategies?
    What are the main differences between the Fuller & Thaler Behavioral Mid-Cap Value Fund and other funds managed by David Potter?
    How did David Potter's experience at Goldman Sachs influence his approach to portfolio management?
    What are some common investor mistakes that David Potter discusses in interviews?
    David Potter
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    Location

    San Francisco, California, United States