James A. Lydotes, CFA
Senior Portfolio Manager
- 21 Years with the firm
- 22 Years of industry experience
Jim is a senior portfolio manager for the Global Infrastructure Dividend Focus Equity, International Equity, International Small Cap Equity and Global Healthcare REIT strategies. Jim has been the lead portfolio manager on the Global Infrastructure Dividend Focus Equity and Global Healthcare REITs strategies since their inceptions in 2011 and 2015, respectively. He engineered these thematic, outcome-oriented income strategies to provide exposure to distinct themes in a risk-aware framework in partnership with clients. Previously, Jim was a senior research analyst on the Global Equity team, and joined the firm in 1998.
In addition to his role as lead portfolio manager, he assists in the development and enhancement of the team's quantitative stock selection models and processes. Jim also manages the firm’s research associate program, a group that combines fundamental research with advanced technical skills.
Prior to joining the firm, Jim served as a fixed income business analyst at Wellington Management Company. He has been in the investment industry since 1998.
Jim earned a BA in economics from Syracuse University. He holds the CFA® designation and is a member of the CFA Institute, the CFA Society of Boston and the Boston Committee on Foreign Relations.
Experience listed may include partial year periods.