General Investing >> Money Manager Interviews >> October 4, 2010
Global Macro Absolute Return Investing – James L. Dailey – Team Financial Asset Management, Llc
James L. Dailey, CFA is Principal and Chief Investment Officer for TEAM Financial Asset Management, LLC. He is also a Partner and Chief Investment Officer for TEAM Financial Managers, Inc. He serves as the lead portfolio manager of TEAM Asset Strategy (TEAMX), a global multi-asset class mutual fund focused on generating absolute returns. James is the lead portfolio manager for over $140 million in assets. He graduated from Shippensburg University of Pennsylvania with a BSBA in Finance, where he was a member of Phi Sigma Pi national honors fraternity. James worked for Fulton Financial Corporation, a major mid-Atlantic regional bank holding company for two years prior to joining TEAM Financial. James joined TEAM to lead their asset allocation research effort and serve as a financial adviser. He assumed the role of portfolio manager in June 2001, as TEAM Financial Managers began managing separately managed accounts on a discretionary fee only basis, and earned the designation as a CFA charter holder in August 2003. James became a full partner in 2005 of TEAM Financial Managers and assumed the title of Chief Investment Officer. James is the sole owner of TEAM Financial Asset Management, LLC, which was formed in August 2009 to serve as the adviser to the TEAM Asset Strategy mutual fund. He also serves as president of the Financial Advisory Council to Shippensburg University's College of Business. James is a member of the CFA Institute of Charlottesville, VA. Profile
TWST: Introduce us to the TEAM Asset Strategy Fund.
Mr. Dailey: We launched the fund in December of last year, December of 2009. We launched the fund for few reasons. We've had a lot of success