James Cole
SVP & Portfolio Manager at Portland Investment Counsel Inc
Based in Calgary, Canada
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Seniority
Vp
Department
Finance & Accounting
Location
Calgary
Industry
Financial Services
Company size
27
Contact information
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j•••••••@portlandic.com
Phone
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Background
About James Cole
James has over 40 years of investment experience including over 30 years as a portfolio manager responsible for Canadian and U.S. equities. Investment funds managed by James have received several national awards, including: Canadian Hedge Fund Awards, Equity Focused category, best 5-year return - 3rd place (2020); Canadian Hedge Fund Awards, Equity Focused category, best 5-year return - 1st place (2019); Canadian Hedge Fund Awards, Equity Focused category, best 5-year return - 3rd place (2018); the Private Capital Markets Association Investment Fund Award (2017); and Lipper Awards (2021, 2018 and 2007). James is a past treasurer of CFA Society Calgary and previously served for three years as a director of CFA Society Toronto and chair of its accounting and disclosure committee. James holds a degree in economics from Trent University and earned his Chartered Financial Analyst (CFA) designation in 1986. James also has extensive volunteer political experience including as a founding constituency association president, provincial candidate and chief financial officer of a prominent provincial political party.
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