Profil
Mr. James A. Reed, CFA, is Director of Equity Research at Scout Investments, Inc. and Senior Vice President & Lead Portfolio Manager at UMB Bank, NA. He is responsible for overseeing the firm's domestic and international research teams.
He is also co-lead portfolio manager for the Scout Global Equity Fund.
He joined the Scout Investments in 1988 and has held several investment management and analyst roles.
He has over 23 years of financial industry experience.
He is also a Co-Lead Portfolio Manager.
Mr. Reed earned his Juris Doctor from Washington & Lee University School of Law and his Bachelor of Art's degree from Dartmouth College.
He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
He is also a member of the Missouri Bar Association and the Kansas City Missouri Bar Association.
Anciens postes connus de James A. Reed
| Sociétés | Poste | Fin |
|---|---|---|
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB-IM focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. They combine a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. UMB-IM seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. To construct portfolios, the firm employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index. | Gestionnaire de Portefeuille-Actions | - |
Scout Investments, Inc.
Scout Investments, Inc. Investment ManagersFinance Scout is an active investment manager who applies bottom-up, repeatable processes that aim to generate positive alpha by applying research-based insights and analysis to portfolio construction. The firm's equity investment teams employ distinct investment philosophies and processes to achieve long-term capital appreciation objectives that are consistent with client goals. They focus on quality, identifying companies that have sound fundamentals, favorable growth prospects, competitive advantages and savvy management teams. | Directeur de la Recherche - Actions | - |
Formation de James A. Reed
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB-IM focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. They combine a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. UMB-IM seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. To construct portfolios, the firm employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index. | Finance |
Scout Investments, Inc.
Scout Investments, Inc. Investment ManagersFinance Scout is an active investment manager who applies bottom-up, repeatable processes that aim to generate positive alpha by applying research-based insights and analysis to portfolio construction. The firm's equity investment teams employ distinct investment philosophies and processes to achieve long-term capital appreciation objectives that are consistent with client goals. They focus on quality, identifying companies that have sound fundamentals, favorable growth prospects, competitive advantages and savvy management teams. | Finance |
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Washington & Lee University
Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















