Justin Tugman, CFA
Justin Tugman is a Portfolio Manager at Perkins Investment Management LLC responsible for co-managing the Perkins Small Cap Value, Mid Cap Value and SMID Cap Value strategies. He has co-managed the Small Cap Value strategy since 2009, the Mid Cap Value strategy since 2015 and the SMID Cap Value strategy since 2017. Mr. Tugman served as a research analyst through 2012, covering the energy and utility sectors upon joining Perkins in 2004. Prior to that, he worked at Simmons & Company International as an analyst covering the energy sector during his four-year tenure at the firm.
Mr. Tugman received his bachelor of science degree in finance from the University of Wyoming and an MBA with a concentration in finance from Tulane University. He holds the Chartered Financial Analyst designation and has 21 years of financial industry experience.
Articles Written
U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality
Perkins Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in U.S. small-cap value equities.
Finding Long Term Value in Small Cap Stocks
The COVID-19 pandemic has upended financial markets, marking the end of the longest bull-run in history and a reversal of the recent good fortune experienced by U.S. equities.
After the Crisis: Finding Long-Term Value in Small-Cap Stocks
Identifying small-cap companies that can survive the crisis and deliver value over the long term.
Market GPS: Keep a Close Watch on Corporate Earnings in 2020
Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.
Challenging Environment Calls for Defensive Approach in Equities
Portfolio Manager Justin Tugman says slowing growth and rising multiples are making for a difficult investment environment. In his opinion, equities remain attractive, but investors should consider a defensive approach.