![Jim Mallory](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>)
Profilo
Mr. James E.
Mallory, CFA, is a Managing Director at 1607 Capital Partners LLC.
He is a Co-Founder of 1607 and a senior member of the investment team.
In addition to portfolio management duties, Mr. Mallory helps set strategic priorities and team development initiatives across the investment functions and is a member of the firm’s management committee.
Mr. Mallory was previously employed as a Principal by Tattersall Advisory Group and a Relationship Officer & Manager by Central Fidelity Banks, Inc.
He received his undergraduate degree from The College of William & Mary.
Posizioni attive di Jim Mallory
| Società | Posizione | Inizio |
|---|---|---|
1607 Capital Partners LLC
 1607 Capital Partners LLC Investment ManagersFinance 1607 Capital employs a bottom-up, value-oriented approach in selecting closed-end funds based on a proprietary system. They begin their investment process with the collection of data on the universe of investable closed-end funds. The universe of funds generally will include exchange-traded closed-end funds, and other similar commingled investment companies, that invest primarily in domestic and international equities, fixed income products, and ETFs. The firm then uses top-down country and regional data to both confirm the bottom-up research and control risks. | Fondatore | 01/01/2007 |
Precedenti posizioni note di Jim Mallory
| Società | Posizione | Fine |
|---|---|---|
Tattersall Advisory Group
 Tattersall Advisory Group Investment ManagersFinance Tattersall Advisory Group (TAG) specializes in domestic fixed-income investment strategies. The firm employs a research-intensive investment approach that seeks to add value by: (1) performing bottom-up security analysis (2) conducting rigorous risk/return scenario analysis (3) applying strict relative value analysis and (4) maintaining disciplined risk management. They invest across the full spectrum of short- and long-term investment grade and high yield fixed-income asset classes. TAG's investment approach combines top-down risk controls with strictly enforced portfolio constraints including duration, sector and credit quality parameters. The firm's strategies include: core, core plus, intermediate and high yield. They also offer a variety of short-term products and services including enhanced cash, limited duration, money market, credit research, MBS, structured products and trading | Direttore della Ricerca - Azioni | 31/12/2006 |
Central Fidelity Banks, Inc.
 Central Fidelity Banks, Inc. Regional BanksFinance State commercial bank | Corporate Officer/Principal | - |
Formazione di Jim Mallory
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
76
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Central Fidelity Banks, Inc.
Central Fidelity Banks, Inc. Regional BanksFinance State commercial bank | Finance |
Tattersall Advisory Group
Tattersall Advisory Group Investment ManagersFinance Tattersall Advisory Group (TAG) specializes in domestic fixed-income investment strategies. The firm employs a research-intensive investment approach that seeks to add value by: (1) performing bottom-up security analysis (2) conducting rigorous risk/return scenario analysis (3) applying strict relative value analysis and (4) maintaining disciplined risk management. They invest across the full spectrum of short- and long-term investment grade and high yield fixed-income asset classes. TAG's investment approach combines top-down risk controls with strictly enforced portfolio constraints including duration, sector and credit quality parameters. The firm's strategies include: core, core plus, intermediate and high yield. They also offer a variety of short-term products and services including enhanced cash, limited duration, money market, credit research, MBS, structured products and trading | Finance |
The College of William & Mary
 The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
1607 Capital Partners LLC
1607 Capital Partners LLC Investment ManagersFinance 1607 Capital employs a bottom-up, value-oriented approach in selecting closed-end funds based on a proprietary system. They begin their investment process with the collection of data on the universe of investable closed-end funds. The universe of funds generally will include exchange-traded closed-end funds, and other similar commingled investment companies, that invest primarily in domestic and international equities, fixed income products, and ETFs. The firm then uses top-down country and regional data to both confirm the bottom-up research and control risks. | Finance |
