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Jim Birdwell
Gestionnaire de Portefeuille-Actions chez
Aristotle Capital Management LLC
Profil
Mr. James P.
Birdwell is a Managing Director at Aristotle Capital Management LLC.
He is a member of the Aristotle Capital Private Client Group, which is the specialty wealth-management division of Aristotle Capital.
His focus is helping independent-minded, high-net-worth investors achieve their financial objectives with comprehensive client service and support.
Mr. Birdwell was previously employed as a Portfolio Manager & Analyst by Reed, Conner & Birdwell LLC, a Principal by Dean Witter Reynolds, Inc., and an Analyst by Farmers Insurance Group, Inc.
He earned his Bachelor of Arts degree in Rhetoric from the University of California, Berkeley and his MBA with emphasis in Finance from the University of Southern California.
Postes actifs de Jim Birdwell
| Sociétés | Poste | Début |
|---|---|---|
Aristotle Capital Management LLC
 Aristotle Capital Management LLC Investment ManagersFinance Aristotle Capital employs a fundamental value-oriented approach and seeks to help clients reach their long-term financial goals with active portfolio management using their research-driven investment framework. The firm uses a bottom-up investment process to select high-quality, cash flow generative businesses with a focus on sustainable and/or potentially growing dividends resulting in an attractive total yield over time. | Gestionnaire de Portefeuille-Actions | 01/01/2012 |
Anciens postes connus de Jim Birdwell
| Sociétés | Poste | Fin |
|---|---|---|
Reed, Conner & Birdwell LLC
 Reed, Conner & Birdwell LLC Investment ManagersFinance Reed Conner & Birdwell (RCB) employs a value-oriented investment approach that seeks to provide competitive returns in strong markets and to strongly outperform in difficult market environments. The firm's proprietary research focuses on the valuation of individual securities rather than predictions of economic or market trends. RCB seeks to identify exceptional companies that are selling at reasonable valuations and reasonable businesses that are selling at very exceptional valuations. In addition, the firm is known to engage in shareholder activist investment strategies. The firm's investment process includes a careful analysis of return on capital and uses a discounted cash flow methodology as their primary valuation tool. RCB employs the use of systematic screening tools as well as qualitative industry research. They use a variety of tools to develop a comprehensive understanding of the underlying value and associated risks of each potential investment. Their investment selection process begins with a universe of 1300 companies with market-cap greater than $2 billion and 5000 companies with market-cap less than $2 billion. Their screening processes narrow the universe to a focus universe of about 100 stocks. Following company-specific analysis, portfolios are typically concentrated, holding 25 to 35 stocks. Though not limited by sector RCB tends to invest in the stocks of mid-cap and large-cap companies in the finance, retail, electronic technology and healthcare technology sectors. They invest primarily in the stocks of companies located in the US and Europe. RCB maintains a low turnover rate. | Analyst-Equity | 11/10/2010 |
Farmers Insurance Group, Inc. (P&C)
 Farmers Insurance Group, Inc. (P&C) Multi-Line InsuranceFinance Provides property and casualty insurance | Corporate Officer/Principal | - |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
Formation de Jim Birdwell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
66
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Reed, Conner & Birdwell LLC
Reed, Conner & Birdwell LLC Investment ManagersFinance Reed Conner & Birdwell (RCB) employs a value-oriented investment approach that seeks to provide competitive returns in strong markets and to strongly outperform in difficult market environments. The firm's proprietary research focuses on the valuation of individual securities rather than predictions of economic or market trends. RCB seeks to identify exceptional companies that are selling at reasonable valuations and reasonable businesses that are selling at very exceptional valuations. In addition, the firm is known to engage in shareholder activist investment strategies. The firm's investment process includes a careful analysis of return on capital and uses a discounted cash flow methodology as their primary valuation tool. RCB employs the use of systematic screening tools as well as qualitative industry research. They use a variety of tools to develop a comprehensive understanding of the underlying value and associated risks of each potential investment. Their investment selection process begins with a universe of 1300 companies with market-cap greater than $2 billion and 5000 companies with market-cap less than $2 billion. Their screening processes narrow the universe to a focus universe of about 100 stocks. Following company-specific analysis, portfolios are typically concentrated, holding 25 to 35 stocks. Though not limited by sector RCB tends to invest in the stocks of mid-cap and large-cap companies in the finance, retail, electronic technology and healthcare technology sectors. They invest primarily in the stocks of companies located in the US and Europe. RCB maintains a low turnover rate. | Finance |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Farmers Insurance Group, Inc. (P&C)
Farmers Insurance Group, Inc. (P&C) Multi-Line InsuranceFinance Provides property and casualty insurance | Finance |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aristotle Capital Management LLC
Aristotle Capital Management LLC Investment ManagersFinance Aristotle Capital employs a fundamental value-oriented approach and seeks to help clients reach their long-term financial goals with active portfolio management using their research-driven investment framework. The firm uses a bottom-up investment process to select high-quality, cash flow generative businesses with a focus on sustainable and/or potentially growing dividends resulting in an attractive total yield over time. | Finance |
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