About
William James, CFA, is the Co-Founder and Senior Analyst of Sagefield Capital LP, an investment management firm based in Dallas, TX. At Sagefield Capital, he focuses on portfolio management and investment research, with responsibilities encompassing due diligence, investment strategy development, and monitoring of both public and private market investments. Sagefield Capital operates as a multi-strategy hedge fund, advising high-net-worth individuals and institutions, with particular activity across alternative investments and asset management.
William's previous experience includes roles as Analyst at Citadel LLC and Senior Research Analyst at Swank Capital, LLC, where he developed expertise in equity analysis, credit, and alternative investments. Over more than a decade in the investment management industry, he has demonstrated extensive capability in managing risk, sourcing deals, and overseeing sector-diverse portfolios, with specific focus on alternatives, private equity, and capital markets.
Academically, William holds a B.S. with Special Attainments in Commerce (Business Administration & Accounting) from Washington and Lee University, and also completed course work at The London School of Economics and Political Science (LSE). He is a CFA charterholder, and his leadership contributions include serving on community boards such as Friends of the Katy Trail.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sagefield Capital | Senior Analyst | Jan 2019 to Present | — |
| Citadel LLC | Analyst | May 2015 to Dec 2017 | — |
| Swank Capital, LLC | Senior Research Analyst | Mar 2013 to May 2015 | — |
| RCM Capital Management | Basic Materials Analyst | Apr 2012 to Mar 2013 | — |
| Partner Fund Management | Commodities Analyst | Apr 2008 to Mar 2012 | — |
| J.P. Morgan | Analyst, Energy Investment Banking | Jun 2005 to Mar 2008 | — |
| Milam Oil Company | "Rough Neck" | Jun 2001 to Aug 2001 | — |
Education
Washington and Lee University
Bachelors of Science with Special Attainments in Commerce, Business Administration & Accounting
2001 — 2005
The London School of Economics and Political Science (LSE)
2003 — 2003
Skills & Expertise
Others at Sagefield Capital LP (6)
| Name | Role | Location |
|---|---|---|
| Senior Analyst | Dallas, TX , United States | |
| Managing Partner | Dallas, TX , United States | |
| Managing Partner | TX , United States | |
| Senior Analyst | Dallas, TX , United States | |
| Senior Analyst | Colleyville, TX , United States | |
| Senior Analyst | TX , United States |