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Jim Haynie
Amministratore Delegato presso ADAMS DIVERSIFIED EQUITY FUND, INC.
Patrimonio netto: 4 M $ in data 31/05/2024
Profilo
Mr. James P.
Haynie, CFA MBA, is a Chief Executive Officer & Senior Portfolio Manager at Adams Funds Advisers LLC, a Chief Executive Officer at Adams Diversified Equity Fund, Inc., a Chief Executive Officer at Adams Natural Resources Fund, Inc., a Senior Portfolio Manager at The Adams Diversified Equity Fund, Inc. and a Chief Executive Officer & Senior Portfolio Manager at Adams Natural Resources Funds, Inc. In this role he focuses on stock selection, portfolio structure and risk management.
He is a member of the firm’s Management Committee.
Mr. Haynie came to the Funds from the global investment management firm BNP Paribas Investment Partners, where he served as Chief Investment Officer, U.S.
Equities.
Prior to joining BNP, he co-founded 646 Advisors, a long/short market-neutral equity fund.
He also served in portfolio management roles for Liberty Financial Corporation and Trinity Investment Management.
Earlier in his career, he worked at Chemical Bank.
He earned a Bachelor of Arts degree in Economics from Colorado College and an MBA from the Tuck School of Business at Dartmouth College.
He is a CFA charterholder.
Partecipazioni note in società pubbliche
Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
---|---|---|---|---|
31/12/2023 | 175 885 ( 0.14% ) | 4 M $ | 31/05/2024 | |
05/02/2024 | 30 715 ( 0.12% ) | 726 103 $ | 31/05/2024 |
Posizioni attive di Jim Haynie
Società | Posizione | Inizio |
---|---|---|
ADAMS DIVERSIFIED EQUITY FUND, INC. | Amministratore Delegato | 20/04/2023 |
ADAMS NATURAL RESOURCES FUND, INC. | Amministratore Delegato | 20/04/2023 |
Adams Natural Resources Funds, Inc. (Invt Mgmt)
![]() Adams Natural Resources Funds, Inc. (Invt Mgmt) Investment ManagersFinance Adams Natural Resources Funds, Inc. (Invt Mgmt) (dba Adams Funds) is the investment management division of Adams Natural Resources Funds, Inc. (NYSE: PEO), a closed-end investment company headquartered in Baltimore, Maryland. The firm was founded in 1929 under the name Petroleum Corp. of America. Their name was changed to Petroleum & Resources Corp. in 1977 and it was renamed Adams Natural Resources Fund, Inc. in 2015. Adams Funds manages a closed-end equity fund for various types of investors. | Amministratore Delegato | 01/01/2024 |
The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager)
![]() The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager) Investment ManagersFinance The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager) (dba Adams Express) is the mutual fund management division of the Adams Diversified Equity Fund, Inc. (NYSE: ADX), an investment company headquartered in Baltimore, Maryland. The firm was founded in 1929 and formerly known as Adams Express Co. Adams Express manages a closed-end equity fund for various types of investors. | Gestore di Portafoglio-Azioni | 01/08/2013 |
Adams Funds Advisers LLC
![]() Adams Funds Advisers LLC Investment ManagersFinance Part of Adams Diversified Equity Fund, Inc., Adams Funds Advisers LLC provides investment advice. The company is based in Baltimore, MD. The company was founded in 2014. The CEO is Mark Edward Stoeckle. | Amministratore Delegato | 01/09/2022 |
Precedenti posizioni note di Jim Haynie
Società | Posizione | Fine |
---|---|---|
BNP Paribas Asset Management, Inc.
![]() BNP Paribas Asset Management, Inc. Investment ManagersFinance Founded in 2003, BNP Paribas Asset Management, Inc. (BNPP AM) is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a direct, wholly-owned subsidiary of BNP Paribas Investment Partners USA Holdings Inc., which is in turn wholly owned by Paribas North America, Inc. They offer a range of equity, Euro, fixed-income and alternative investment products to North American institutional investors. | Gestore di Portafoglio-Azioni | 31/07/2013 |
Chemical Bank (New York) | Corporate Officer/Principal | - |
OFI Global Institutional, Inc.
![]() OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts. | Corporate Officer/Principal | - |
Colonial Management Associates, Inc. | Corporate Officer/Principal | - |
Formazione di Jim Haynie
The Colorado College | Undergraduate Degree |
Tuck School of Business at Dartmouth | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 9 |
---|---|
Colonial Management Associates, Inc. | Finance |
Adams Diversified Equity Fund, Inc.
![]() Adams Diversified Equity Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Adams Diversified Equity Fund, Inc. is a closed-end mutual fund. It engages in generating long-term capital appreciation. The company was founded in 1929 and is headquartered in Baltimore, MD. | Miscellaneous |
Adams Natural Resources Fund, Inc.
![]() Adams Natural Resources Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Adams Natural Resources Fund, Inc. is a closed-end equity investment fund, which specializes in energy and natural resources stocks. Its objectives include the preservation of capital, attainment of reasonable income from investments, and an opportunity for capital appreciation. The company was founded in 1929 and is headquartered in Baltimore, MD. | Miscellaneous |
OFI Global Institutional, Inc.
![]() OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts. | Finance |
BNP Paribas Asset Management, Inc.
![]() BNP Paribas Asset Management, Inc. Investment ManagersFinance Founded in 2003, BNP Paribas Asset Management, Inc. (BNPP AM) is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a direct, wholly-owned subsidiary of BNP Paribas Investment Partners USA Holdings Inc., which is in turn wholly owned by Paribas North America, Inc. They offer a range of equity, Euro, fixed-income and alternative investment products to North American institutional investors. | Finance |
Chemical Bank (New York) | Finance |
Adams Natural Resources Funds, Inc. (Invt Mgmt)
![]() Adams Natural Resources Funds, Inc. (Invt Mgmt) Investment ManagersFinance Adams Natural Resources Funds, Inc. (Invt Mgmt) (dba Adams Funds) is the investment management division of Adams Natural Resources Funds, Inc. (NYSE: PEO), a closed-end investment company headquartered in Baltimore, Maryland. The firm was founded in 1929 under the name Petroleum Corp. of America. Their name was changed to Petroleum & Resources Corp. in 1977 and it was renamed Adams Natural Resources Fund, Inc. in 2015. Adams Funds manages a closed-end equity fund for various types of investors. | Finance |
The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager)
![]() The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager) Investment ManagersFinance The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager) (dba Adams Express) is the mutual fund management division of the Adams Diversified Equity Fund, Inc. (NYSE: ADX), an investment company headquartered in Baltimore, Maryland. The firm was founded in 1929 and formerly known as Adams Express Co. Adams Express manages a closed-end equity fund for various types of investors. | Finance |
Adams Funds Advisers LLC
![]() Adams Funds Advisers LLC Investment ManagersFinance Part of Adams Diversified Equity Fund, Inc., Adams Funds Advisers LLC provides investment advice. The company is based in Baltimore, MD. The company was founded in 2014. The CEO is Mark Edward Stoeckle. | Finance |
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