Vulcan Value Partners
Kelly Jerrell is a seasoned professional in data management and financial analysis, currently serving as the Director of Data Management at Vulcan Value Partners since June 2016. Prior to this role, Kelly held the position of Portfolio Accountant at the same company. Kelly's experience also includes serving as an AVP, Senior ALM Analyst at Iberia Bank from June 2015 to June 2016 and working as an ALM Analyst at a Regional Broker Dealer from May 2007 to June 2015. Kelly holds a Bachelor's degree in Finance and Financial Management Services from the University of Alabama at Birmingham.
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Vulcan Value Partners
Performance is Our Mission We are value investors—business analysts with a long-term time horizon focused on purchasing publicly traded companies that are competitively entrenched at significant discounts to our estimate of intrinsic worth. We believe performance is best achieved through disciplined commitment to our long-term investment philosophy by adhering to our core values. Our goal is to compound capital at real rates of return significantly in excess of inflation over our five-year time horizon. Believing that as owners and operators of the firm, our capital should be invested alongside our client partners, Vulcan employees have meaningful investments in Vulcan strategies. At Vulcan, all analysts are generalists, and the firm operates according to a flat hierarchy structure where portfolio decisions are consensus driven. Vulcan is a majority employee-owned firm. Vulcan Value Partners is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.