Ethan Wallace, CFA

Portfolio Manager

Ethan serves as a Portfolio Manager for SJF and joined the firm in 2008. From 2008 to 2009, he was an equity trader at SJF.

Before joining SJF, Ethan worked as an investment analyst with Raymond James from 2007 to 2008, focusing on equity research. In 2006, he was an associate at KPMG Corporate Finance, where he supported valuation and advisory projects.

Ethan holds a Bachelor of Science in Finance and Economics from the University of Michigan (with honors).

Strategies managed

Small Cap Strategy, Portfolio Manager

Recent insights

Capital Asleep at the Wheel: Neglected Opportunities in Small Companies

3 September 2025

Discover why small-cap investing presents a unique opportunity in today's market. Learn how passive shifts, asset manager concentration, and sell-side declines have created a fertile ground for value investors in the small-cap space. (6 min read)

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Under the Micro(cap) Scope

17 June 2025

Unlock the overlooked potential of microcap investing. In our latest insight, Under the Micro(cap) Scope, we explore why this expansive and under-researched market segment offers unique opportunities for long-term, active investors. (8 min read)

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Never Let a Good Panic Go to Waste

20 May 2025

Don’t waste a good panic. Discover why market downturns can be the perfect time to reposition your portfolio and thrive long-term. (4 min read)

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