About Jim

A Senior, Seasoned Investment Analyst, Portfolio Manager, and Hedge Fund Founder & Managing Partner

James M. Kostell, CFA

Jim's Experience January 2016- Present Cuyahoga Capital, L.L.C. Family Office & Personal Portfolio Management Personally active in primary research. Consultant to Hedge Funds.
August 1996 to December 2015 Cuyahoga Capital, L.L.C.Founding Partner, Hedge fund manager. Investment consultant to Bass Family.Portfolio manager, recruit / supervise investment staff, supervise operations. Long/Short and Short Only Vehicles, Equities focus.
March 1988 to July 1996 Odyssey Partners, L.P.Portfolio Manager Managed $150 million equities short-sale portfolio with full discretion.Supervised an analyst and a research assistant. Responsible for idea generation research, trading and capital allocation decisions.Joined firm as analyst and research assistant to senior partner.
August 1985 to March 1988 Delafield Asset ManagementSecurities AnalystGeneralist and Special Situations. Generated equity purchase recommendations for both ERISA and taxable portfolios.Firm had $1.5 billion in assets under management.
January 1982 to August 1985 Cowen & CompanyAsset Management GroupSecurities AnalystIdea generation and research support for senior portfolio manager. Managed smaller portfolios. $400 million in assets under management. Also helped support research for retail branch network.
January 1978 to December 1981 Grace & White, Inc.Securities AnalystGeneralist at “family focused” money manager. $400 million in assets under management. Also generated entrepreneurial corporate event transactions. Education
The Wharton School, University of PennsylvaniaBachelor of Science in Economics with major in Finance, granted December 1977. Graduated with General Honors. Benjamin Franklin Honors Scholar.
Jim's Objectives
ENGAGEMENT INTERESTING & NEW IDEAS SOLVE COMPLEX PROBLEMS SMART PEOPLE
Jim's Skillset
Securities Analysis Portfolio Management Risk Control Institional Investor Behavior Mentoring Analysts & PM's Hedge Fund Strategy/Planning Operations Management

My Objective is Engagement. Three Ways that I can Improve YOUR investment performance:

Thoughtful Investment Analysis
I am available for bespoke Investment analysis projects. My edge is my understanding of financial accounting, valuation, and institutional investor psychology and behavior. I'm experienced at identifying the metrics of focus of institutional investors, and identifying and predicting the catalyst/event/pivot point/ that will result in revaluation of a security.
Attendance at New York Meetings
I'm available to attend analyst meetings, investor conferences, trade shows, and other events to help improve your vision of the information set. I add value by considered listening at presentations, alert to the focal points of analyst & PM's questions. It's critical to understand expectations, to gauge whether a variant perception exists, and to identify the catalyst/pivot point. I'm a great nonconfrontational "questioner".
Coaching, Mentoring, Helping Develop Your Investment Staff
I have extensive experience developing and mentoring analysts & portfolio managers. Having been both, I fully understand the art, complexity, and psychological pressures of each role. Since I am not "the boss", I'm able to encourage development of your talent in a nonconfrontational, effective way. I'm a great, unbiased, sounding board for senior management. I have walked in your shoes.
Let's work together