![James Morton](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
James Morton
Fondateur chez
Santa Lucia Asset Management Pte. Ltd.
Profil
Rupert James Philip Morton was the founder of CIM Investment Management Ltd., founded in 2006, where the title held was Chief Investment Officer from 2006 to 2011.
Mr. Morton is the founder of Santa Lucia Asset Management Pte.
Ltd., founded in 2010, holding the title of Chairman since 2023.
Former jobs include Director-Business Development at Citicorp, Inc. in 1986; Director at Denison International Plc; Director of Investments at European American Securities, Inc. from 1996 to 2006; Chief Investment Officer at Mackenzie Cundill Investment Management Ltd. from 1996 to 2010; and Manager at Bain & Co., Inc. from 1979 to 1984.
Postes actifs de James Morton
| Sociétés | Poste | Début |
|---|---|---|
Santa Lucia Asset Management Pte. Ltd.
 Santa Lucia Asset Management Pte. Ltd. Investment ManagersFinance SLAM is an active manager that employs four distinct, but related, value investing methodologies. All portfolios are absolute return, global in scope, primarily equity-focused, and either exclusively long or long-biased. | Fondateur | 01/01/2010 |
Anciens postes connus de James Morton
| Sociétés | Poste | Fin |
|---|---|---|
Mackenzie Cundill Investment Management Ltd.
 Mackenzie Cundill Investment Management Ltd. Investment ManagersFinance Mackenzie Cundill Investment Management is a value manager that focuses on identifying fundamentally undervalued securities that are selling at a discount to their perceived intrinsic break-up value. The firm tends to invest in the stocks of companies in the finance, energy minerals, consumer services and electronic technology sectors. They invest globally across all market-caps. | Gestionnaire de Portefeuille-Actions | 31/08/2010 |
European American Securities, Inc.
 European American Securities, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Directeur en chef des Investissements | 28/02/2006 |
Denison International Plc
 Denison International Plc Industrial MachineryProducer Manufacturing Manufacturer of hydraulic pumps and valves | Directeur/Membre du Conseil | 23/01/2006 |
Citicorp, Inc.
 Citicorp, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Corporate Officer/Principal | 31/12/1986 |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Provides strategy, marketing, organization, operations, IT and M&A consulting services | Corporate Officer/Principal | 31/12/1984 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
58
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Citicorp, Inc.
Citicorp, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Finance |
Mackenzie Cundill Investment Management Ltd.
Mackenzie Cundill Investment Management Ltd. Investment ManagersFinance Mackenzie Cundill Investment Management is a value manager that focuses on identifying fundamentally undervalued securities that are selling at a discount to their perceived intrinsic break-up value. The firm tends to invest in the stocks of companies in the finance, energy minerals, consumer services and electronic technology sectors. They invest globally across all market-caps. | Finance |
Denison International Plc
Denison International Plc Industrial MachineryProducer Manufacturing Manufacturer of hydraulic pumps and valves | Producer Manufacturing |
Bain & Co., Inc.
Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Provides strategy, marketing, organization, operations, IT and M&A consulting services | Commercial Services |
European American Securities, Inc.
European American Securities, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Finance |
CIM Investment Management Ltd.
 CIM Investment Management Ltd. Investment ManagersFinance CIM is a value-driven manager with a multinational approach that has a particular emphasis on Asian markets. All portfolios are primarily equity-focused and either exclusively long or long-biased. The firm primarily engages in a buy and hold investment strategy wherein they buy securities and hold them for a relatively longer period (the initial expectation is 12-36 months), regardless of short-term factors such as fluctuations in the market or volatility of the stock price. CIM invests to a very limited degree in fixed income and convertible debt instruments across the duration and credit spectrums. | Finance |
Santa Lucia Asset Management Pte. Ltd.
Santa Lucia Asset Management Pte. Ltd. Investment ManagersFinance SLAM is an active manager that employs four distinct, but related, value investing methodologies. All portfolios are absolute return, global in scope, primarily equity-focused, and either exclusively long or long-biased. | Finance |
