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James Fortescue
Directeur Général chez
Piton Investment Management LP
Profil
James Patrick Fortescue is the founder of Piton Investment Management LP, founded in 2015, where the title held is Managing Partner & Chief Executive Officer.
Current jobs include Director at Halo Investing, Inc. and Senior Portfolio Manager at ClearShares LLC since 2019.
Former jobs include Co-Chief Executive Officer at Legacy One Financial Advisors LLC, Managing Director & Head of Liabilities at Fixed Income Discount Advisory Co. from 2011 to 2014, and Chief Operating Officer at Annaly Capital Management, Inc. from 2012 to 2014.
Education includes undergraduate studies at Siena College.
Postes actifs de James Fortescue
| Sociétés | Poste | Début |
|---|---|---|
Halo Investing, Inc.
 Halo Investing, Inc. Financial ConglomeratesFinance Operates as an investment platform | Directeur/Membre du Conseil | - |
Piton Investment Management LP
 Piton Investment Management LP Investment ManagersFinance Piton manages fixed-income strategies in accordance with client investment objectives and risk tolerance, with a focus on duration and credit risk management. | Directeur Général | 01/07/2015 |
ClearShares LLC
 ClearShares LLC Investment ManagersFinance ClearShares utilizes an innovative product-based approach that integrates the best bespoke solutions with customizable multi-client investment products seeking consistency, long-term return and risk mitigation. | Gestionnaire de Portefeuille-Actions | 01/12/2019 |
Anciens postes connus de James Fortescue
| Sociétés | Poste | Fin |
|---|---|---|
| ANNALY CAPITAL MANAGEMENT, INC. | Directeur des opérations | 12/03/2014 |
Fixed Income Discount Advisory Co.
 Fixed Income Discount Advisory Co. Investment ManagersFinance Fixed Income Discount Advisory Co. (FIDAC) invests in asset-backed securities including US residential mortgage-backed securities issued and guaranteed by Fannie Mae, Freddie Mac and Ginnie Mae. The firm seeks to earn positive net interest income from the difference between the yield on their securities and the cost to finance them. FIDAC structures their portfolio using the Annaly MBS Barbell Strategy. This strategy employs a combination of adjustable, floating and fixed-rate mortgage backed securities so that it can perform well throughout a variety of interest rate environments. All of FIDAC's securities are classified as available for sale; therefore, the entire portfolio is recorded at market value determined by the average price as determined by three independent sources. All of the securities are guaranteed by Fannie Mae, Freddie Mac and Ginnie Mae which carry actual or implied AAA ratings and have virtually zero credit risk exposure. FIDAC has not needed to introduce credit risk into their portfolio to achieve favorable returns. All their assets can be easily priced and traded in the MBS market, so book value fairly approximates liquidation value. FIDAC uses the repurchase markets to finance the acquisition of their investments. They employ other strategies to manage risks associated with leverage including (1) leveraging only liquid assets that are easily priced and have well-defined active markets (2) utilizing self-imposed limits on the amount borrowed from any one lender (3) diversifying counterparty risk by maintaining credit relationships and open financing lines with many high quality lenders and (4) maintaining optimal levels of leverage to protect against margin calls. Chimera Investment Corp. is a specialty finance REIT that invests in residential mortgage loans, real estate-related securities and various other asset classes. CreXus Investment Corp. is a REIT that acquires, manages and finances commercial mortgage debt. | Portfolio Manager-Fixed Income | 01/01/2014 |
Legacy One Financial Advisors LLC
 Legacy One Financial Advisors LLC Investment ManagersFinance Provides wealth management services | Directeur Général | - |
Formation de James Fortescue
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
39
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Annaly Capital Management, Inc.
 Annaly Capital Management, Inc. Real Estate Investment TrustsFinance Operates as real estate investment trust which invests in residential mortgage-backed securities | Finance |
Fixed Income Discount Advisory Co.
Fixed Income Discount Advisory Co. Investment ManagersFinance Fixed Income Discount Advisory Co. (FIDAC) invests in asset-backed securities including US residential mortgage-backed securities issued and guaranteed by Fannie Mae, Freddie Mac and Ginnie Mae. The firm seeks to earn positive net interest income from the difference between the yield on their securities and the cost to finance them. FIDAC structures their portfolio using the Annaly MBS Barbell Strategy. This strategy employs a combination of adjustable, floating and fixed-rate mortgage backed securities so that it can perform well throughout a variety of interest rate environments. All of FIDAC's securities are classified as available for sale; therefore, the entire portfolio is recorded at market value determined by the average price as determined by three independent sources. All of the securities are guaranteed by Fannie Mae, Freddie Mac and Ginnie Mae which carry actual or implied AAA ratings and have virtually zero credit risk exposure. FIDAC has not needed to introduce credit risk into their portfolio to achieve favorable returns. All their assets can be easily priced and traded in the MBS market, so book value fairly approximates liquidation value. FIDAC uses the repurchase markets to finance the acquisition of their investments. They employ other strategies to manage risks associated with leverage including (1) leveraging only liquid assets that are easily priced and have well-defined active markets (2) utilizing self-imposed limits on the amount borrowed from any one lender (3) diversifying counterparty risk by maintaining credit relationships and open financing lines with many high quality lenders and (4) maintaining optimal levels of leverage to protect against margin calls. Chimera Investment Corp. is a specialty finance REIT that invests in residential mortgage loans, real estate-related securities and various other asset classes. CreXus Investment Corp. is a REIT that acquires, manages and finances commercial mortgage debt. | Finance |
Siena College
 Siena College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Piton Investment Management LP
Piton Investment Management LP Investment ManagersFinance Piton manages fixed-income strategies in accordance with client investment objectives and risk tolerance, with a focus on duration and credit risk management. | Finance |
Halo Investing, Inc.
Halo Investing, Inc. Financial ConglomeratesFinance Operates as an investment platform | Finance |
ClearShares LLC
ClearShares LLC Investment ManagersFinance ClearShares utilizes an innovative product-based approach that integrates the best bespoke solutions with customizable multi-client investment products seeking consistency, long-term return and risk mitigation. | Finance |
Legacy One Financial Advisors LLC
Legacy One Financial Advisors LLC Investment ManagersFinance Provides wealth management services | Finance |
