The Wall Street Transcript
The Wall Street Transcript - In-Depth Interviews for Investors
General Investing >> Money Manager Interviews >> November 7, 2013

A Diversified Large-Cap Strategy with a Focus in Earnings

Nelson, James N.
James N. Nelson III, CFA, is an Associate Portfolio Manager at Herndon Capital Management on the Large Cap Growth Strategy. Mr. Nelson is also responsible for covering the consumer staples sectors. Prior to joining Herndon Capital Management, Mr. Nelson was a Partner at McHugh Associates Inc. While at McHugh Associates Inc., from 1999 through 2009, he comanaged an approximate $1.5 billion large-cap equity strategy and acted as a Senior Equity Analyst analyzing stocks in the consumer, financial, health care and IT sectors. In addition to his comanagement and research responsibilities during that time, he acted as the lead Portfolio Manager for high net worth and institutional clients with combined assets over $100 million. Prior to that, Mr. Nelson held analytical positions at Cooke & Bieler, the Ewing Marion Kauffman Foundation and Towers Perrin. Mr. Nelson earned an MBA from The Wharton School at the University of Pennsylvania and a Bachelor of Arts in economics from The College of Arts & Sciences at the University of Pennsylvania. He also earned the Chartered Financial Analyst designation in 2004. Profile
TWST: Please begin with an introduction to Herndon Capital Management, including some highlights from the firm's history, a bit about your role there and an overview of your client
Top Company Interviews

Microsoft Corporation
Intel Corporation
Pfizer, Inc.
General Electric Company
Walmart Inc.
International Business Machines Corporation
Citigroup Inc.
Exxon Mobil Corporation
Bank of America Corporation
Dell Inc.
Verizon Communications Inc.
Alphabet Inc
CEO INTERVIEWS
Interview with the President and CEO: PotlatchDeltic Corp. (NASDAQ:PCH)
Interview with the President and CEO: NNN REIT, Inc. (NYSE:NNN)
Interview with the Chairman and CEO: LTC Properties, Inc. (NYSE:LTC)
SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
Separating the Real Winners and Losers in the AI Boom
Generating Dividend Yield That’s Not Correlated to Interest Rates
3 Companies That Check 9 Boxes for Quality
ANALYST INTERVIEWS
Buy REITs Now, Look Smart Later
Strong Demand Drivers Bolster Single-Family Rental Subsector
Mall Are Best Performing REIT Sector Over Last 3 Years
Since 1963
© The Wall Street Transcript 2016, 2024
Terms and Conditions
Privacy Policy