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Profil
Mr. James E.
Mallory, CFA, is a Managing Director at 1607 Capital Partners LLC.
He is a Co-Founder of 1607 and a senior member of the investment team.
In addition to portfolio management duties, Mr. Mallory helps set strategic priorities and team development initiatives across the investment functions and is a member of the firm’s management committee.
Mr. Mallory was previously employed as a Principal by Tattersall Advisory Group and a Relationship Officer & Manager by Central Fidelity Banks, Inc.
He received his undergraduate degree from The College of William & Mary.
Aktiva positioner av Jim Mallory
| Företag | Position | Start |
|---|---|---|
1607 Capital Partners LLC
 1607 Capital Partners LLC Investment ManagersFinance 1607 Capital employs a bottom-up, value-oriented approach in selecting closed-end funds based on a proprietary system. They begin their investment process with the collection of data on the universe of investable closed-end funds. The universe of funds generally will include exchange-traded closed-end funds, and other similar commingled investment companies, that invest primarily in domestic and international equities, fixed income products, and ETFs. The firm then uses top-down country and regional data to both confirm the bottom-up research and control risks. | Grundare | 2007-01-01 |
Tidigare kända positioner av Jim Mallory
| Företag | Position | Slut |
|---|---|---|
Tattersall Advisory Group
 Tattersall Advisory Group Investment ManagersFinance Tattersall Advisory Group (TAG) specializes in domestic fixed-income investment strategies. The firm employs a research-intensive investment approach that seeks to add value by: (1) performing bottom-up security analysis (2) conducting rigorous risk/return scenario analysis (3) applying strict relative value analysis and (4) maintaining disciplined risk management. They invest across the full spectrum of short- and long-term investment grade and high yield fixed-income asset classes. TAG's investment approach combines top-down risk controls with strictly enforced portfolio constraints including duration, sector and credit quality parameters. The firm's strategies include: core, core plus, intermediate and high yield. They also offer a variety of short-term products and services including enhanced cash, limited duration, money market, credit research, MBS, structured products and trading | Direktör för Forskning - Aktier | 2006-12-31 |
Central Fidelity Banks, Inc.
 Central Fidelity Banks, Inc. Regional BanksFinance State commercial bank | Företagsledare/Principal | - |
Jim Mallorys utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
73
Första gradens relationer
4
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
Central Fidelity Banks, Inc.
Central Fidelity Banks, Inc. Regional BanksFinance State commercial bank | Finance |
Tattersall Advisory Group
Tattersall Advisory Group Investment ManagersFinance Tattersall Advisory Group (TAG) specializes in domestic fixed-income investment strategies. The firm employs a research-intensive investment approach that seeks to add value by: (1) performing bottom-up security analysis (2) conducting rigorous risk/return scenario analysis (3) applying strict relative value analysis and (4) maintaining disciplined risk management. They invest across the full spectrum of short- and long-term investment grade and high yield fixed-income asset classes. TAG's investment approach combines top-down risk controls with strictly enforced portfolio constraints including duration, sector and credit quality parameters. The firm's strategies include: core, core plus, intermediate and high yield. They also offer a variety of short-term products and services including enhanced cash, limited duration, money market, credit research, MBS, structured products and trading | Finance |
The College of William & Mary
 The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
1607 Capital Partners LLC
1607 Capital Partners LLC Investment ManagersFinance 1607 Capital employs a bottom-up, value-oriented approach in selecting closed-end funds based on a proprietary system. They begin their investment process with the collection of data on the universe of investable closed-end funds. The universe of funds generally will include exchange-traded closed-end funds, and other similar commingled investment companies, that invest primarily in domestic and international equities, fixed income products, and ETFs. The firm then uses top-down country and regional data to both confirm the bottom-up research and control risks. | Finance |
