James Frederick Shurtleff

Analyst at Investment Counselors of Maryland LLC

James Frederick Shurtleff

James Frederick Shurtleff

Analyst at Investment Counselors of Maryland LLC

Overview
RelSci Relationships

187

Number of Awards

1

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Vice President, Client Service & Marketing Manager at Investment Counselors of Maryland LLC

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Operations Manager at Investment Counselors of Maryland LLC

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Manager & Principal at Investment Counselors of Maryland LLC

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Senior Vice President Finance & Administration, Chief Compliance Officer at Investment Counselors of Maryland LLC

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Principal at Investment Counselors of Maryland LLC

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Principal at Investment Counselors of Maryland LLC

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Principal at Investment Counselors of Maryland LLC

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Senior Vice President, Head of Trading at Investment Counselors of Maryland LLC

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Managing Principal at Investment Counselors of Maryland LLC

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Executive Vice President & Head of Affiliate Management at BrightSphere Investment Group Plc

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James Frederick Shurtleff
Analyst at Investment Counselors of Maryland LLC
Education
B.B.A. in Finance
Class of 1994

UMass Amherst, the flagship campus of the University of Massachusetts system, sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts, 90 miles from Boston and 175 miles from New York City. The campus provides a rich cultural environment in a rural setting close to major urban centers.

M.H.S. in Health Finance & Management
Started 1997

The Johns Hopkins University opened in 1876, with the inauguration of its first president, Daniel Coit Gilman. "What are we aiming at?" Gilman asked in his installation address. "The encouragement of research ... and the advancement of individual scholars, who by their excellence will advance the sciences they pursue, and the society where they dwell." The mission laid out by Gilman remains the university's mission today, summed up in a simple but powerful restatement of Gilman's own words: "Knowledge for the world." What Gilman created was a research university, dedicated to advancing both students' knowledge and the state of human knowledge through research and scholarship. Gilman believed that teaching and research are interdependent, that success in one depends on success in the other. A modern university, he believed, must do both well. The realization of Gilman's philosophy at Johns Hopkins, and at other institutions that later attracted Johns Hopkins-trained scholars, revolutionized higher education in America, leading to the research university system as it exists today. After more than 130 years, Johns Hopkins remains a world leader in both teaching and research. Eminent professors mentor top students in the arts and music, the humanities, the social and natural sciences, engineering, international studies, education, business and the health professions. Those same faculty members, and their research colleagues at the university's Applied Physics Laboratory, have each year since 1979 won Johns Hopkins more federal research and development funding than any other university. The university has nine academic divisions and campuses throughout the Baltimore-Washington area. The Krieger School of Arts and Sciences, the Whiting School of Engineering, the School of Education and the Carey Business School are based at the Homewood campus in northern Baltimore. The schools of Medicine, Public Health, and Nursing share a campus in east Baltimore with The Johns Hopkins Hospital. The Peabody Institute, a leading professional school of music, is located on Mount Vernon Place in downtown Baltimore. The Paul H. Nitze School of Advanced International Studies is located in Washington's Dupont Circle area. The Applied Physics Laboratory is a division of the university co-equal to the nine schools, but with a non-academic, research-based mission. APL, located between Baltimore and Washington, supports national security and also pursues space science, exploration of the Solar System and other civilian research and development. Johns Hopkins also has a campus near Rockville in Montgomery County, Md., and has academic facilities in Nanjing, China, and in Bologna, Italy. It maintains a network of continuing education facilities throughout the Baltimore-Washington region, including centers in downtown Baltimore, in downtown Washington and in Columbia. When considered in partnership with its sister institution, the Johns Hopkins Hospital and Health System, the university is Maryland's largest employer and contributes more than $10 billion a year to the state's economy

Career History
Analyst
2011 - Current

Investment Counselors of Maryland (ICM) offers clients value investment solutions across the market-cap spectrum. In doing so, the firm utilizes two distinct investment processes. Both approaches employ a value-oriented investment method with a focus on fundamental analysis. ICM attempts to measure the value of a security by looking at economic and financial factors including the overall economy, industry conditions, and the financial condition and management of the company itself, to determine if the company is underpriced or overpriced. These two strategies include: Small Cap, SMID Cap & Mid-Cap Value and Large Cap Value.In selecting investments for their Small Cap, SMID Cap & Mid-Cap Value strategies, ICM seeks to invest in companies that they estimate to be undervalued that also possess leading market share positions, shareholder-oriented management teams, and strong balance sheets and cash flow ratios. Usually, the shares of the companies they buy are selling at a price-to-earnings ratio below the average price-to-earnings ratio of the stocks in the broad capitalization-specific indices (i.e. Russell 2000 , Russell 2500 and Russell Midcap). The companies usually have higher return-on-equity and return-on-capital than the average company in those same indices. Using screening parameters such as price-to-earnings, relative return-on-equity and other financial ratios, ICM screens the universe of investments to identify potentially undervalued securities. They further narrow the list of potential investments through traditional fundamental security analysis.For their Large Cap Value strategy, ICM seeks to identify companies that are well-capitalized with sustainable competitive advantages and strong management teams. Using various screening parameters, they seek to identify potentially undervalued securities. ICM further narrows the list of potential investments through traditional fundamental security analysis. Investment are chosen once ICM is convinced the securities are undervalued and after they have attempted to discover a positive inflection point in the company's business momentum. ICM's primary focus is to confirm the competitive position of the company and that it is sufficiently undervalued based on historical valuation parameters, given their projected estimates for earnings and free-cash-flow.

Associate Analyst
2005 - 2010

Stifel, Nicolaus & Co., Inc. is a broker/dealer headquartered in St. Louis, Missouri. The firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. Stifel Nicolaus & Co. provides securities brokerage, investment banking, trading, investment advisory and related financial services to individual investors, professional money managers, businesses and municipalities. The firm's equity research team provides research across all market-caps, but primarily focuses on small- and mid-cap companies. Their research covers the following sectors: aerospace, business services, consumer/retail, diversified industrials, education, energy/power, financial institutions, healthcare, real estate, technology, transportation and telecommunications/media (TMT). Stifel, Nicolaus & Co. is a member of FINRA and the SIPC.

Senior Health Care Consultant
Prior
Awards & Honors
CFA (Chartered Financial Analyst)
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