Background
James Curtis, CFA®, Executive Director, first worked at SCM from 1999 to 2001 and rejoined the firm in 2020. He has investment experience since 1996 and serves as Co-Portfolio Manager of the Special Opportunities strategy. Previously, he was the Co-Portfolio Manager for the SMID Opportunities strategy. Prior to rejoining SCM, Jim was a portfolio manager and senior equity analyst at Putnam Investments and was a Vice President at Tudor Investment Corporation, responsible for consumer-related investments at the $11B Raptor Global Fund in Boston. In 2004, Jim founded and continues to serve as managing principal and sole owner of Staghorn Capital Management. Jim acts as a portfolio manager of a global long-short hedge fund controlled by Staghorn. Staghorn continues its operations in parallel to Jim’s portfolio management role at Sterling. Jim received his B.S.B.A. in Finance from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School and his M.B.A. in Finance from Emory University’s Goizueta Business School. He holds the Chartered Financial Analyst® designation.
Area of Focus
- Equity Opportunities Group
- Special Opportunities
Previous Experience
- Staghorn Capital Management
- Putnam Investments
- Tudor Investment Corporation
Education
- B.S.B.A. University of North Carolina at Chapel Hill
- M.B.A. Emory University
Affiliations & Professional Licenses
- CFA Institute
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