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James Anderson
Managing Director and Portfolio Manager at Palisade Capital Management, LP
About
James Anderson is Managing Director and Portfolio Manager at Palisade Capital Management Ltd., based in Calgary, Alberta, where he leads investment strategy and portfolio management across the firm's offerings. He is deeply involved in constructing and managing portfolios, developing client relationships, and providing strategic direction for the firm's assets under management.
James specializes in public securities, including Canadian and North American equities, with a focus on active management for institutional and private clients. His expertise spans multiple sectors such as energy, financial services, and diversified industrials, reflecting the core sector exposures of Palisade's investment philosophy.
Prior to joining Palisade in 2018, he served as Portfolio Manager and Director at Rayne Capital Management and as Vice President, Public Securities at Werklund Capital Corporation, where he developed significant expertise in portfolio construction and security analysis. James holds a Bachelor of Commerce in Finance from the University of Calgary, is a CFA charterholder, and is a graduate of the Canadian Securities Institute, underpinning his strong analytical and fiduciary capabilities in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Palisade Capital Management | Managing Director and Portfolio Manager | Jul 2018 to Present | — |
| Rayne Capital Management | Portfolio Manager and Director | Apr 2012 to Sep 2017 | — |
| Werklund Capital Corporation | Vice President, Public Securities | Sep 2010 to Mar 2012 | — |
| Cg Asset Management Limited | Vice President | Jan 2007 to Jan 2010 | — |
Education
University of Calgary
Bachelor of Commerce, Finance
2000
CFA Institute
2003 Present
Canadian Securities Institute
Others at Palisade Capital Management, LP (20)
| Name | Role | Location |
|---|---|---|
B Bernie Picchi | Managing Director | Fort Lee, NJ , United States |
B Bill Lee | Partner, Senior Portfolio Manager, Convertible Strategies | Haworth, NJ , United States |
B Brian Deitelzweig | MANAGING DIRECTOR OF TRADING | New York, NY , United States |
| Managing Director, Head of Business Development | Fort Lee, NJ , United States | |
C Claudio Giurgiu | Managing Director, Chief Technology Officer | New York, NY , United States |
| Partner, Associate Portfolio Manager, Palisade Capital Management, L.L.C. | New York, NY , United States | |
| Vice President Business Development | Ann Arbor, MI , United States | |
| Senior Vice President of Research | Fort Lee, NJ , United States | |
J Jack Feiler | President and Chief Information Officer | New York, NY , United States |
| Assistant Vice President | New York, NY , United States |
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