General Investing >> Money Manager Interviews >> April 30, 2001

James Kaplan – J.l. Kaplan Associates

JAMES L. KAPLAN is Portfolio Manager and Founder of J.L. Kaplan Associates. He earned a PhD in Applied Mathematics in 1970 from the University of Maryland and was an Assistant Professor of Mathematics at Northwestern University from 1970-1972. Dr. Kaplan was a tenured Associate Professor at Boston University from 1972-1985. As an academician, he published over 30 papers in scholarly journals, was the co-author of a calculus textbook, and was a frequent lecturer on applications of mathematics at national and international conferences. Profile
TWST: Can we start out with an overview of what approach you take to

investing, the process that you use?

Dr. Kaplan: For starters, we are a value shop, and we have a process

that is partly