James Richard Barber
Analyst-Equity bei Trinity Alps Capital Partners LP
Profil
Mr. James R.
Barber, CFA, is a Senior Analyst at Trinity Alps Capital Partners LP.
His research on companies in the global consumer discretionary and consumer staples sectors.He has over 8 years of investment experience and joined Trinity Alps Capital after five years as an analyst, focused on global consumer companies, at Causeway Capital Management LLC ("Causeway").
Prior to Causeway, James was an Equity Investment Associate focused on the Industrials sector at Putnam Investments.
He is a Chartered Financial Analyst and earned a Bachelor of Business Administration, Summa cum laude, at Gonzaga University.
Aktive Positionen von James Richard Barber
Unternehmen | Position | Beginn |
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Trinity Alps Capital Partners LP
Trinity Alps Capital Partners LP Investment ManagersFinance Trinity Alps Capital Partners LP (TACP) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Raj Venkatesan in 2017. TACP provides investment advisory services to a pooled investment vehicle and separately managed accounts. | Analyst-Equity | 01.09.2019 |
Ehemalige bekannte Positionen von James Richard Barber
Unternehmen | Position | Ende |
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Causeway Capital Management LLC
Causeway Capital Management LLC Investment ManagersFinance Causeway Capital Management LLC (Causeway) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded by Harry Hartford and Sarah Ketterer in 2001 as HWI Capital Management LLC. They are a subsidiary of Causeway Capital Holdings LLC. Causeway provides international, global, and emerging markets equity investment management services to institutional clients such as corporations, pension plans, sovereign wealth funds, superannuation funds, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds and other collective investment vehicles, charities, private trusts and funds, wrap fee programs, and other institutions. | Analyst-Equity | 01.07.2019 |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Analyst-Equity | - |
Ausbildung von James Richard Barber
Gonzaga University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 3 |
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Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
Causeway Capital Management LLC
Causeway Capital Management LLC Investment ManagersFinance Causeway Capital Management LLC (Causeway) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded by Harry Hartford and Sarah Ketterer in 2001 as HWI Capital Management LLC. They are a subsidiary of Causeway Capital Holdings LLC. Causeway provides international, global, and emerging markets equity investment management services to institutional clients such as corporations, pension plans, sovereign wealth funds, superannuation funds, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds and other collective investment vehicles, charities, private trusts and funds, wrap fee programs, and other institutions. | Finance |
Trinity Alps Capital Partners LP
Trinity Alps Capital Partners LP Investment ManagersFinance Trinity Alps Capital Partners LP (TACP) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Raj Venkatesan in 2017. TACP provides investment advisory services to a pooled investment vehicle and separately managed accounts. | Finance |