Industry & Services >> Analyst Interviews >> November 24, 2008


James McIlree has over two decades' experience in equity analysis and portfolio management, on both the sell side and buy side. Since 2002 he has followed the defense electronics industry for Collins Stewart LLC. Previously, he was a Senior Technology Analyst at Tucker Anthony Sutro Capital Markets, where he covered small and mid-cap wireless communication equipment and telecommunications service providers. From 1996 through 1999, he covered the same sectors for Southcoast Capital/HCFP Brenner Securities. He has also worked in the past as a Securities Analyst with Duff & Phelps, Boettcher & Company and Society National Bank and as a Portfolio Analyst with the University of Chicago Endowment Fund. He is a CFA charterholder, has an MBA degree from the University of Colorado Graduate School of Business and a BA degree from the University of Chicago. Profile
TWST: What do you include in your defense coverage?

Mr. McIlree: My focus, historically, has been on the mid-cap universe of defense

electronics names. In some cases my universe overlaps with