Jim Mallory

Founder at

1607 Capital Partners LLC

Finance

Consumer Services

Profile

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.

Jim Mallory active positions

Companies	Position	Start
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.	Founder	01/01/2007

All active positions of Jim Mallory

Former positions of Jim Mallory

Companies	Position	End
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	Director of Research - Equity	31/12/2006
Central Fidelity Banks, Inc. Central Fidelity Banks, Inc. Regional BanksFinance State commercial bank	Corporate Officer/Principal	-

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Linked companies

Private companies	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