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James W. Stratton
Directeur/Membre du Conseil chez
Stratton Multi-Cap Value Fund, Inc.
Profil
Mr. Stratton founded Stratton Management Company in 1972.
He began his career in 1960 with Cooke & Bieler, where he subsequently became a Vice President, Director and shareholder.
In 1965, Mr. Stratton joined Drexel & Co. in their investment advisory department where he had direct responsibility for the management of the firm's investment advisory operations.
Mr. Stratton was also active in managing large profit sharing and pension plan portfolios for major corporate clients.
In 1970, he was elected President and CEO of Drexel Firestone, Inc.
Mr. Stratton is a member of the Association for Investment Management and Research and serves as a Director of the following: Amerigas Propane Ltd., Meadowood Retirement Community, Teleflex, Inc., Thomas Jefferson University (formerly Chairman of the Board) and UGI Corp., Inc. He received a BS in Geophysics from Penn State University and an MBA with high distinction, as a Baker Scholar, from the Harvard Business School.
Postes actifs de James W. Stratton
| Sociétés | Poste | Début |
|---|---|---|
Stratton Multi-Cap Value Fund, Inc. | Directeur/Membre du Conseil | - |
Anciens postes connus de James W. Stratton
| Sociétés | Poste | Fin |
|---|---|---|
AmeriGas Propane, Inc.
 AmeriGas Propane, Inc. Gas DistributorsUtilities Sells propane gas | Directeur/Membre du Conseil | 26/01/2009 |
| AMERIGAS PARTNERS, L.P. | Directeur/Membre du Conseil | 01/01/2009 |
| TELEFLEX INCORPORATED | Directeur/Membre du Conseil | 29/04/2005 |
Cooke & Bieler LP
 Cooke & Bieler LP Investment ManagersFinance Cooke & Bieler is a domestic equity value manager that employs a “High Quality, Low Risk” long-term approach. The firm is an active, bottom-up manager who studies the fundamental characteristics of companies and the industries in which they operate to reach a conclusion on their quality and intrinsic value. Their security analysis also emphasizes research meetings and interviews with corporate management. They seek to take advantage of short-term but fixable problems, either industry-wide or company-specific. | Gestionnaire de Portefeuille-Actions | 31/12/1964 |
Stratton Small Cap Value Fund
 Stratton Small Cap Value Fund Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Directeur/Membre du Conseil | - |
Formation de James W. Stratton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
19
Relations au 1er degré
13
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 13 |
|---|---|
Teleflex, Inc.
 Teleflex, Inc. Medical SpecialtiesHealth Technology Provides medical devices for critical care, urology and surgery | Health Technology |
AmeriGas Partners LP
 AmeriGas Partners LP Gas DistributorsUtilities Distributes propane gas | Utilities |
UGI Corp.
 UGI Corp. Wholesale DistributorsDistribution Services Distributes and markets propane, natural gas, electricity and provides related services | Distribution Services |
UGI Utilities, Inc.
 UGI Utilities, Inc. Gas DistributorsUtilities Distributes natural gas and electricity | Utilities |
Cooke & Bieler LP
Cooke & Bieler LP Investment ManagersFinance Cooke & Bieler is a domestic equity value manager that employs a “High Quality, Low Risk” long-term approach. The firm is an active, bottom-up manager who studies the fundamental characteristics of companies and the industries in which they operate to reach a conclusion on their quality and intrinsic value. Their security analysis also emphasizes research meetings and interviews with corporate management. They seek to take advantage of short-term but fixable problems, either industry-wide or company-specific. | Finance |
Stratton Management Co.
 Stratton Management Co. Investment ManagersFinance Stratton Management Co.'s investment process begins with an examination of the client’s risk tolerance, investment time horizon, need for current income, and their expectations for portfolio growth. Once this assessment is complete, a portfolio is constructed consisting of the proper allocation between equity and fixed income securities and among the different sectors of each of those two asset classes. Stratton offers various institutional model portfolios, each of which is quantitatively based and and fundamentally refined. These models include Large-Cap Value, Mid-Cap Value, Small-Cap Value, and Real Estate. Stratton’s Large-Cap Value product employs a combination of quantitative and qualitative research to identify undervalued large-cap equities with superior capital appreciation potential. The firm's Large-Cap Quantitative Model calculates a weighted composite of valuation, earnings and price movement measures. This reduces the overall Large-Cap universe to a more manageable group of attractive candidates. Once this group is established, qualitative research is conducted to identify potential buy candidates. Stratton's Mid-Cap Value and Small-Cap Value products employ the same strategy but are differentiated in the size of the companies in which they invest. Stratton’s Real Estate product employs a combination of quantitative and qualitative measures, including underlying real estate values, earnings multiples, geographic and tenant concentrations, balance sheet metrics, company strategies, and management track record, to identify the most attractive securities on a relative valuation basis within each property sub-sector. Based on this criteria, stocks that appear undervalued relative to peers, and have identifiable fundamental catalysts are buy candidates.^ | Finance |
Stratton Real Estate Fund
 Stratton Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Real Estate Investment Trust/REIT | Miscellaneous |
Stratton Small Cap Value Fund
Stratton Small Cap Value Fund Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Miscellaneous |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AmeriGas Propane, Inc.
AmeriGas Propane, Inc. Gas DistributorsUtilities Sells propane gas | Utilities |
Stratton Holding Co.
 Stratton Holding Co. Investment ManagersFinance Provides investment advice | Finance |
Stratton Multi-Cap Value Fund, Inc. |
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