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James Dennis Phillips
Portfolio Manager-Fixed Income chez
Invesco Advisers, Inc.
Profil
Mr. James D.
Phillips is a Senior Portfolio Manager at Invesco Advisers, Inc. He works for Invesco Municipal Strategies.
Mr. Phillips joined Invesco in 2010, when the firm combined with Van Kampen Investments.
He joined Van Kampen in 1991 as a portfolio manager for municipal strategies.
He also served as a credit analyst and has specialized in researching nonrated municipal bonds across all sectors.
Previously, he was at the Federal Deposit Insurance Corporation, where he managed a portfolio of distressed bank assets.
He entered the municipal bond industry in 1985 at Underwood, Neuhaus & Co. in Houston, where he structured municipal bond issues in the health care, senior living and special tax sectors.
Mr. Phillips earned a BA degree in American literature from Empire State College, the independent study division of the State University of New York, and an MBA in finance from the State University of New York at Albany.
Postes actifs de James Dennis Phillips
| Sociétés | Poste | Début |
|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Portfolio Manager-Fixed Income | 01/06/2010 |
Anciens postes connus de James Dennis Phillips
| Sociétés | Poste | Fin |
|---|---|---|
Invesco Municipal Income Opportunities Trust II
 Invesco Municipal Income Opportunities Trust II Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | 28/08/2012 |
Morgan Stanley Municipal Income Opportunities Trust
 Morgan Stanley Municipal Income Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | 01/06/2010 |
Morgan Stanley Municipal Income Opportunities Trust II
 Morgan Stanley Municipal Income Opportunities Trust II Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | 01/06/2010 |
Morgan Stanley Municipal Income Opportunities Trust III
 Morgan Stanley Municipal Income Opportunities Trust III Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | 01/06/2010 |
Van Kampen Asset Management
 Van Kampen Asset Management Investment ManagersFinance Van Kampen Asset Management (VK) offers a variety of investment strategies that cover a range of investment styles, from domestic to international, fixed-income to equity and core to alternative investments. The firm's separately managed account strategies include: Core Equity, Growth Equity, International Growth Equity, Value and Value Equity. VK's Core Equity strategy employs a blended investment style. The strategy seeks to achieve consistently superior returns relative to the S&P 500 Index with a similar risk profile. VK uses a multifactor approach that employs a systematic stock selection process along with fundamental stock analysis and a comprehensive risk management approach. The firm's Growth Equity strategy seeks to achieve consistently superior returns relative to the Russell 1000 Growth Index with a similar risk profile. The strategy uses a multifactor approach that employs a systematic stock selection process along with fundamental stock analysis and a comprehensive risk management approach. The VK International Growth Equity strategy invests in a diversified portfolio of the equity securities of issuers located in countries other than the US. VK focuses on identifying the best companies from around the world that demonstrate true market leadership and significant growth characteristics. the firm employs a bottom-up stock selection process to identify market-leading companies with strong management teams, a clear business focus, competitive advantages and strong balance sheets. The firm's Value strategy is an actively managed strategy that offers clients the potential for capital growth and income. VK constructs portfolios of the stocks of well-established companies that are undervalued relative to other companies in their respective industries, historical prices or the overall market. They seek attractive companies that may be temporarily out-of-favor in the marketplace, but that have sound business fundamentals and are trading at prices are lower than the firm thinks they should be. VK's Value strategy is based on a deep-value investment discipline. They evaluate companies in different sectors and industries should according to different valuation measures, as they tend to vary in terms of earnings growth and balance sheet data. VK's process focuses on evaluating individual stocks, considering each company's business model, competitors and revenue streams in relation to other companies within a distinct industry. The firm's Value Equity strategy seeks to achieve consistently superior returns relative to the Russell 1000 Value Index with a similar risk profile. The strategy employs a multifactor approach that is based on a systematic stock selection process along with fundamental stock analysis and comprehensive risk management. Though not limited by sector, VK tends to invest in the stocks of companies in the finance, consumer services, health technology, electronic technology and energy minerals sectors. They invest globally, across all market-caps, with a focus on large-cap stocks. VK maintains a low turnover rate. | Portfolio Manager-Fixed Income | 31/05/2010 |
Formation de James Dennis Phillips
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
69
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Morgan Stanley Municipal Income Opportunities Trust
Morgan Stanley Municipal Income Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Morgan Stanley Municipal Income Opportunities Trust III
Morgan Stanley Municipal Income Opportunities Trust III Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Finance |
Morgan Stanley Municipal Income Opportunities Trust II
Morgan Stanley Municipal Income Opportunities Trust II Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Invesco Municipal Income Opportunities Trust II
Invesco Municipal Income Opportunities Trust II Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Van Kampen Asset Management
Van Kampen Asset Management Investment ManagersFinance Van Kampen Asset Management (VK) offers a variety of investment strategies that cover a range of investment styles, from domestic to international, fixed-income to equity and core to alternative investments. The firm's separately managed account strategies include: Core Equity, Growth Equity, International Growth Equity, Value and Value Equity. VK's Core Equity strategy employs a blended investment style. The strategy seeks to achieve consistently superior returns relative to the S&P 500 Index with a similar risk profile. VK uses a multifactor approach that employs a systematic stock selection process along with fundamental stock analysis and a comprehensive risk management approach. The firm's Growth Equity strategy seeks to achieve consistently superior returns relative to the Russell 1000 Growth Index with a similar risk profile. The strategy uses a multifactor approach that employs a systematic stock selection process along with fundamental stock analysis and a comprehensive risk management approach. The VK International Growth Equity strategy invests in a diversified portfolio of the equity securities of issuers located in countries other than the US. VK focuses on identifying the best companies from around the world that demonstrate true market leadership and significant growth characteristics. the firm employs a bottom-up stock selection process to identify market-leading companies with strong management teams, a clear business focus, competitive advantages and strong balance sheets. The firm's Value strategy is an actively managed strategy that offers clients the potential for capital growth and income. VK constructs portfolios of the stocks of well-established companies that are undervalued relative to other companies in their respective industries, historical prices or the overall market. They seek attractive companies that may be temporarily out-of-favor in the marketplace, but that have sound business fundamentals and are trading at prices are lower than the firm thinks they should be. VK's Value strategy is based on a deep-value investment discipline. They evaluate companies in different sectors and industries should according to different valuation measures, as they tend to vary in terms of earnings growth and balance sheet data. VK's process focuses on evaluating individual stocks, considering each company's business model, competitors and revenue streams in relation to other companies within a distinct industry. The firm's Value Equity strategy seeks to achieve consistently superior returns relative to the Russell 1000 Value Index with a similar risk profile. The strategy employs a multifactor approach that is based on a systematic stock selection process along with fundamental stock analysis and comprehensive risk management. Though not limited by sector, VK tends to invest in the stocks of companies in the finance, consumer services, health technology, electronic technology and energy minerals sectors. They invest globally, across all market-caps, with a focus on large-cap stocks. VK maintains a low turnover rate. | Finance |
SUNY Empire State College
 SUNY Empire State College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The State University of New York
 The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Invesco Municipal Income Opportunities Trust
 Invesco Municipal Income Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
