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James Golan

James Golan

Showing manager performance globally. You can view performance in individual jurisdictions.

About James Golan

James Golan is a portfolio manager on the Large Cap Growth team at William Blair. In addition to his role as a portfolio manager, he is also a research analyst covering U.S. large-cap technology and resources. From 2000 until taking on his current role in 2005, James served as a research analyst focusing on financial, technology, industrial, and resource companies. He joined William Blair in 2000. Previously, James worked at Citigroup Global Asset Management, where he was a global research team leader for the telecommunications sector and a key member of the team that devised valuation metrics for standardizing the analysis of domestic and international companies.James began his career at Kemper Financial as a research analyst covering telecommunications, technology, energy, industrial, food, and beverage companies. He is a member of the CFA Institute and the CFA Society of Chicago. Education: B.A., economics, DePauw University; M.B.A., finance, Northwestern University’s Kellogg Graduate School of Management.

Invests in own strategies

Runs institutional money

Are you James Golan?

Citywire Rating: Not Rated

2014

  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated A in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated A in Jan 2015
  • FRated A in Feb 2015
  • MRated A in Mar 2015
  • ARated A in Apr 2015
  • MRated Plus in May 2015
  • JRated A in Jun 2015
  • JRated A in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated AA in Oct 2015
  • NRated A in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ARated A in Apr 2016
  • MRated AA in May 2016
  • JRated AA in Jun 2016
  • JRated A in Jul 2016
  • ARated A in Aug 2016
  • SRated A in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017

Performance

Equity - US
over : 31/08/2016 - 31/08/2017
Rank 203/567 Equity - US
Manager Return
203 Jean-Pierre Chiarla 15.0%
203 Jeff James 15.0%
203 James Golan 15.0%
203 David Ricci 15.0%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 3.9% 6.1%
2016 6.4% -4.9% 2.7% 9.7% -0.8%
2015 3.7%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.