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Joanna Wald

Head of Research and Portfolio Manager at Schroders



Joanna Wald is the head of research for the US Small & Smid Cap Equity Team at Schroders. Joanna is responsible for covering the consumer discretionary sector, along with select industries in producer durables and retail real-estate investment trusts. She joined Schroders in 2013 and is based in New York.

Prior to joining Schroders, Joanna was an analyst at Ballast Capital Management, where she focused on the consumer sector for a long/short US equity product. Before that, she was an analyst at Ramius Capital, where she worked on a US equity long/short portfolio. She also previously served as a senior analyst at Trivium Capital Management, where she worked on a long/short equity fund focusing on consumer stocks, and as an analyst at Century Capital Management, where she was responsible for covering healthcare and other business-services industries.



Professional experience since 2001


Ballast Capital Management

Ramius Capital

Trivium Capital Management

Century Capital Management



MBA, The Wharton School, University of Pennsylvania

BA, Boston University


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