Profile
Mr. James E.
Bashaw is a President at JLB & Associates, Inc. He began his career with the firm in 1987 and has been involved with every aspect of the firm’s mission.
His current responsibilities include security selection, portfolio management and SEC compliance.
As part of firm team, he is committed to providing superior investment performance, complete and timely communications, and service to valued clients.
He is a University of Michigan graduate with distinction, having earned a Bachelor of Business Administration in Finance with a minor in Economics.
Jim Bashaw active positions
| Companies | Position | Start |
|---|---|---|
JLB & Associates, Inc.
JLB & Associates, Inc. Investment ManagersFinance JLB is a long-term investor which constructs portfolios that meet their clients’ objectives by investing in common stocks, bonds, or a combination thereof. Fundamental analysis is employed as the major foundation of common stock selection. Typically, an equity portfolio will hold a balance of growth and value stocks as well as a mixture of medium and large-cap companies. The typical number of stocks in a portfolio varies from twenty to thirty, diversified across several economic sectors and industries within those sectors. The procedure for managing fixed income portfolios utilizes rate anticipation to meet client objectives. Interest rate projections are based on top-down consideration of many variables such as the state of the current business cycle, inflation estimates, shape of the yield curve, and the relative attractiveness of equities. US corporate bonds are the primary fixed income securities purchased for portfolios. The bond holdings are typically diversified across several industries and issuers within the industries. | Chief Executive Officer | 1986-12-31 |
Training of Jim Bashaw
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Linked companies
| Private companies | 2 |
|---|---|
JLB & Associates, Inc.
JLB & Associates, Inc. Investment ManagersFinance JLB is a long-term investor which constructs portfolios that meet their clients’ objectives by investing in common stocks, bonds, or a combination thereof. Fundamental analysis is employed as the major foundation of common stock selection. Typically, an equity portfolio will hold a balance of growth and value stocks as well as a mixture of medium and large-cap companies. The typical number of stocks in a portfolio varies from twenty to thirty, diversified across several economic sectors and industries within those sectors. The procedure for managing fixed income portfolios utilizes rate anticipation to meet client objectives. Interest rate projections are based on top-down consideration of many variables such as the state of the current business cycle, inflation estimates, shape of the yield curve, and the relative attractiveness of equities. US corporate bonds are the primary fixed income securities purchased for portfolios. The bond holdings are typically diversified across several industries and issuers within the industries. | Finance |
University of Michigan
University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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