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This profile was last updated on 12/11/03  and contains information from public web pages.

Employment History


  • M.B.A. , finance
    The Wharton School at the University of Pennsylvania
  • B.A. , political science
    The Wharton School at the University of Pennsylvania
10 Total References
Web References
News Releases, 11 Dec 2003 [cached]
State Street Research Names Bruce Garelick, CFA Senior Technology Analyst
BOSTON, MA, December 11, 2003 - State Street Research & Management Company, one of the nation's first investment management organizations, announced today that Bruce Garelick, CFA, has joined the firm as a senior technology analyst.He will lead the firm's technology research efforts supporting all equity teams and investment products.Garelick has over 6 years of investment industry experience and will report to Ajay Mehra, head of equity research.
"Bruce brings a wealth of technology research knowledge to the firm," said Mehra.
We expect Bruce to be a solid contributor and are pleased to have a professional of his caliber join our team."
Garelick joins State Street Research from Loomis, Sayles & Company, where he served as vice president for technology equity research.He managed a research team as a sector captain, covering the semiconductor, semiconductor capital equipment, communications ICs, personal computer and enterprise hardware industries.He was also responsible for managing technology investments and served as lead manager on the firm's technology hedge fund.Previously, Garelick served as a marketing equity analyst at Willis Corroon Corporation.
Garelick earned a B.A. in political science from Vanderbilt University and an M.B.A. with a concentration in finance from The Wharton School at the University of Pennsylvania.
Boston Globe Online / Business / Stormproof strategies, 3 Dec 2002 [cached]
"Dell is the industry's low-cost producer," said Bruce Garelick, an analyst with Loomis Sayles.
Dell can keep pushing prices lower, say analysts, because its basic business model is the most efficient one around.While competitors such as Hewlett-Packard still rely heavily on third parties to sell their products, Dell does all its business directly.It builds machines to order and outsources virtually all parts of the operation.The end result: Dell can make money at prices the competition can't match.
News Archives, 5 Mar 2001 [cached]
Loomis , Sayles & Co.'s vice_president_of_equity_research , Bruce Garelick , thought the company took an opportunity to lower its target range now because the stock was being battered anyway.
The conclusion I think EMC's investor_relations people came to was , `What the heck , we're getting punished for saying we're in good shape , let's give a worst case scenario , " he said.
Daily Herald: Suburban Chicago's Information Source, 7 Dec 2001 [cached]
"It's an important step in the process of this merger happening or not happening," said Bruce Garelick, an analyst at Loomis Sayles & Co., which owns $2.7 million worth of Compaq shares and $23 million in Hewlett-Packard stock."I'm definitely paying attention to the meeting."
Investor Attention
The David & Lucile Packard Foundation caught investor attention after relatives of Hewlett-Packard's founders - company director Walter Hewlett and his sisters, Eleanor Hewlett Gimon and Mary Hewlett Jaffe, and David W. Packard - said on Nov. 6 that they would vote against the deal. Feature, 8 Oct 2001 [cached]
They clearly want to morph into a services gorilla , says Bruce Garelick , an analyst at Loomis Sayles & Co. , which owned 362 , 000 HP and 1.95 million Compaq shares as of June 30.
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