James Oleary

Background

About James Oleary

Mr. O’Leary is the Chief Investment Officer and Senior Portfolio Manager for all Henry James International Management strategies. He is a Charter Holder in the Chartered Financial Analysts Program and has over thirty years of experience in the securities industry. Mr. O’Leary specializes in managing portfolios in both foreign developed and emerging markets, as well as regional portfolios in Europe, Asia and Latin America. As of November 2019, Henry James International Management manages over $700m in assets. Mr. O’Leary received a B.S. in Business Administration from Bowling Green State University and earned an M.B.A. from the University of Cincinnati. James is the lead portfolio manager of the following portfolios- HJIM International Large Cap, inception June 2002 - HJIM Emerging Markets Large Cap, inception July 2006 - HJIM International Select, inception January 2007 - HJIM International ESG Large Cap, inception September 2008 Specialties- Identifying international investment opportunities in developed and emerging markets - Fundamental, quantitative research - Analyzing companies across all market capitalizations (small to large)- Relations with public funds, Taft-Hartley plans, endowments, foundations, corporations, and high net worth individuals