James W. Stratton

Director/Board Member at

Stratton Multi-Cap Value Fund, Inc.

89 year

19 connections

Utilities

Finance

Miscellaneous

Profile

Mr. Stratton founded Stratton Management Company in 1972.
He began his career in 1960 with Cooke & Bieler, where he subsequently became a Vice President, Director and shareholder.
In 1965, Mr. Stratton joined Drexel & Co. in their investment advisory department where he had direct responsibility for the management of the firm's investment advisory operations.
Mr. Stratton was also active in managing large profit sharing and pension plan portfolios for major corporate clients.
In 1970, he was elected President and CEO of Drexel Firestone, Inc. Mr. Stratton is a member of the Association for Investment Management and Research and serves as a Director of the following: Amerigas Propane Ltd., Meadowood Retirement Community, Teleflex, Inc., Thomas Jefferson University (formerly Chairman of the Board) and UGI Corp., Inc. He received a BS in Geophysics from Penn State University and an MBA with high distinction, as a Baker Scholar, from the Harvard Business School.

James W. Stratton active positions

Companies	Position	Start
Stratton Multi-Cap Value Fund, Inc.	Director/Board Member	-

All active positions of James W. Stratton

Former positions of James W. Stratton

Companies	Position	End
AmeriGas Propane, Inc. AmeriGas Propane, Inc. Gas DistributorsUtilities Sells propane gas	Director/Board Member	26/01/2009
AMERIGAS PARTNERS, L.P.	Director/Board Member	01/01/2009
TELEFLEX INCORPORATED	Director/Board Member	29/04/2005
Cooke & Bieler LP Cooke & Bieler LP Investment ManagersFinance Cooke & Bieler is a domestic equity value manager that employs a “High Quality, Low Risk” long-term approach. The firm is an active, bottom-up manager who studies the fundamental characteristics of companies and the industries in which they operate to reach a conclusion on their quality and intrinsic value. Their security analysis also emphasizes research meetings and interviews with corporate management. They seek to take advantage of short-term but fixable problems, either industry-wide or company-specific.	Portfolio Manager-Equities	31/12/1964
Stratton Small Cap Value Fund Stratton Small Cap Value Fund Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust	Director/Board Member	-

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Linked companies

Private companies	13
Teleflex, Inc. Teleflex, Inc. Medical SpecialtiesHealth Technology Provides medical devices for critical care, urology and surgery	Health Technology
AmeriGas Partners LP AmeriGas Partners LP Gas DistributorsUtilities Distributes propane gas	Utilities
UGI Corp. UGI Corp. Wholesale DistributorsDistribution Services Distributes and markets propane, natural gas, electricity and provides related services	Distribution Services
UGI Utilities, Inc. UGI Utilities, Inc. Gas DistributorsUtilities Distributes natural gas and electricity	Utilities
Cooke & Bieler LP Cooke & Bieler LP Investment ManagersFinance Cooke & Bieler is a domestic equity value manager that employs a “High Quality, Low Risk” long-term approach. The firm is an active, bottom-up manager who studies the fundamental characteristics of companies and the industries in which they operate to reach a conclusion on their quality and intrinsic value. Their security analysis also emphasizes research meetings and interviews with corporate management. They seek to take advantage of short-term but fixable problems, either industry-wide or company-specific.	Finance
Stratton Management Co. Stratton Management Co. Investment ManagersFinance Stratton Management Co.'s investment process begins with an examination of the client’s risk tolerance, investment time horizon, need for current income, and their expectations for portfolio growth. Once this assessment is complete, a portfolio is constructed consisting of the proper allocation between equity and fixed income securities and among the different sectors of each of those two asset classes. Stratton offers various institutional model portfolios, each of which is quantitatively based and and fundamentally refined. These models include Large-Cap Value, Mid-Cap Value, Small-Cap Value, and Real Estate. Stratton’s Large-Cap Value product employs a combination of quantitative and qualitative research to identify undervalued large-cap equities with superior capital appreciation potential. The firm's Large-Cap Quantitative Model calculates a weighted composite of valuation, earnings and price movement measures. This reduces the overall Large-Cap universe to a more manageable group of attractive candidates. Once this group is established, qualitative research is conducted to identify potential buy candidates. Stratton's Mid-Cap Value and Small-Cap Value products employ the same strategy but are differentiated in the size of the companies in which they invest. Stratton’s Real Estate product employs a combination of quantitative and qualitative measures, including underlying real estate values, earnings multiples, geographic and tenant concentrations, balance sheet metrics, company strategies, and management track record, to identify the most attractive securities on a relative valuation basis within each property sub-sector. Based on this criteria, stocks that appear undervalued relative to peers, and have identifiable fundamental catalysts are buy candidates.^	Finance
Stratton Real Estate Fund Stratton Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Real Estate Investment Trust/REIT	Miscellaneous
Stratton Small Cap Value Fund Stratton Small Cap Value Fund Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust	Miscellaneous
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Pennsylvania State University The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
AmeriGas Propane, Inc. AmeriGas Propane, Inc. Gas DistributorsUtilities Sells propane gas	Utilities
Stratton Holding Co. Stratton Holding Co. Investment ManagersFinance Provides investment advice	Finance
Stratton Multi-Cap Value Fund, Inc.