James Adler
Verified
Career Highlights:
James “Tim” Adler is a highly skilled, experienced investment professional, having worked in a variety of roles within top-tier buy side organizations for the last 24 years.
Since March, 2016, he has consulted for an ultra high net worth former investor in his long short equity fund, and he has assisted in managing, and finding a financial sponsor for, a recently seeded equity investment strategy.
From September 2012 to November 2015, he was Principal and Senior Investment Professional with Emerson Capital, a long-short equity fund. He relaunched the fund with his partner, implementing the firm’s investment process and contributing his broad research knowledge. On the strength of the firm’s returns he was successful in attracting several new individual investors who had known him professionally. Tim was also instrumental in attracting a large financial sponsor. Assets went from $5.5 million to close to $100 million in the 13 months after Tim helped to relaunch the fund.
From 2000 to 2010, Tim was a portfolio manager and senior research analyst at JP Morgan Asset Management (and its predecessor, JP Morgan Investment Management), focused on small cap and mid cap stocks. In early 2004, he became coportfolio manager for all actively managed small cap assets. Later in 2004, he became sole manager for the firm’s actively managed small cap value assets. In 2007, on the strength of top quintile performance, the firm launched a mutual fund version of the small cap value strategy. Tim continued to manage the strategy through the end of 2009.
Tim’s first full time buy side experience was at Goldman Sachs Asset management, where he was a research analyst supporting three equity strategies. He worked as a generalist with concentrations in sectors including health care, department store retailers, and autos and auto parts.
Tim started on Wall Street in investment banking at Lazard Freres & Co. He spent 3 years there as an analyst and associate, focused on mergers and acquisitions. In his third year, he specialized in U.S. – Japan cross-border transactions.