Chuck Bath, CFA

Managing Director - Emeritus

Chuck serves as managing director - emeritus for SJF and joined the firm in 2002.

Prior to joining SJF, Chuck was a portfolio manager and an analyst with Nationwide Insurance and affiliates from 1982 to 2002, where he managed the Nationwide Fund. From 1979 to 1980, Chuck was an internal auditor at USAA. He also was an auditor at Ernst & Whinney from 1977 to 1979.

Chuck has a Bachelor of Science in accounting from Miami University and a Master of Business Administration from The Ohio State University.

Recent insights

Navigating the Future of Equity Returns: Historical Insights and Strategic Outlook

13 January 2025

What are “normal” returns, and why are we cautious now? Learn why equity returns may lag historical norms, how valuations play a role, and where opportunities lie in mid- and small-cap stocks. (9 min read)

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Chuck Bath: How I Evolved as a Value Investor

22 February 2023

Portfolio manager Chuck Bath, CFA, discusses broadening his horizons from quantitative value to considering business quality and explains his thesis for owning some big tech names.

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January's Rally: More Speculative Euphoria Than Fundamentally Driven?

10 February 2023

Was January’s market rally driven by speculative euphoria or was it fundamentally driven? Portfolio manager Chuck Bath, CFA, shares his insights and the economic reasons why previous market leadership doesn’t guarantee future leadership.

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