![James H. Garrett](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>)
James H. Garrett
Gestionnaire de Portefeuille-Actions chez
Woodstock Corp.
Profil
Mr. James H.
Garrett is a Vice President at Woodstock Corp.
He joined Woodstock in 2025.
As a Portfolio Manager, he is responsible for constructing and managing investment portfolios, managing high-net-worth client relationships, and analyzing stocks.
He makes investment recommendations to the Investment Research Committee based on fundamental research and analysis.
Prior to Woodstock, Mr. Garrett was a Vice President at Delphi Management Inc., where he worked for 16 years.
Since 2016, he managed the all-cap concentrated value strategy for Delphi’s high-net-worth clients.
Mr. Garrett has a BS in Economics from Clemson University.
He is a CFA charterholder.
Postes actifs de James H. Garrett
| Sociétés | Poste | Début |
|---|---|---|
Woodstock Corp.
 Woodstock Corp. Investment ManagersFinance Woodstock seeks to generate reasonable long-term investment returns while avoiding excess portfolio turnover, and by diversifying portfolios to blunt the extremes of both market and company volatility. The firm generally focuses its investment strategies on the use of high-quality growth equity investments and debt securities. They also manages three sector strategies: energy, healthcare, and technology. Woodstock’s Investment Policy Committee manages the firm’s core buy and sell lists. | Gestionnaire de Portefeuille-Actions | 01/02/2025 |
Anciens postes connus de James H. Garrett
| Sociétés | Poste | Fin |
|---|---|---|
Delphi Management, Inc.
 Delphi Management, Inc. Investment ManagersFinance Delphi specializes in equity securities and offers two types of investment management services: namely, all-cap value portfolio management and small/mid-cap value portfolio management. The firm focuses on a proven value-based strategy driven by bottom-up research rather than market-timing or volatile instruments. | Analyst-Equity | 01/01/2025 |
The Enterprise Strategy Group, Inc.
 The Enterprise Strategy Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides IT consulting services | Corporate Officer/Principal | 31/07/2008 |
Formation de James H. Garrett
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock seeks to generate reasonable long-term investment returns while avoiding excess portfolio turnover, and by diversifying portfolios to blunt the extremes of both market and company volatility. The firm generally focuses its investment strategies on the use of high-quality growth equity investments and debt securities. They also manages three sector strategies: energy, healthcare, and technology. Woodstock’s Investment Policy Committee manages the firm’s core buy and sell lists. | Finance |
Delphi Management, Inc.
Delphi Management, Inc. Investment ManagersFinance Delphi specializes in equity securities and offers two types of investment management services: namely, all-cap value portfolio management and small/mid-cap value portfolio management. The firm focuses on a proven value-based strategy driven by bottom-up research rather than market-timing or volatile instruments. | Finance |
Clemson University
 Clemson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Enterprise Strategy Group, Inc.
The Enterprise Strategy Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides IT consulting services | Commercial Services |
