Jim Birdwell

Portfolio Manager-Equities at

Aristotle Capital Management LLC

Finance

Consumer Services

Profile

Mr. James P.
Birdwell is a Managing Director at Aristotle Capital Management LLC.
He is a member of the Aristotle Capital Private Client Group, which is the specialty wealth-management division of Aristotle Capital.
His focus is helping independent-minded, high-net-worth investors achieve their financial objectives with comprehensive client service and support.
Mr. Birdwell was previously employed as a Portfolio Manager & Analyst by Reed, Conner & Birdwell LLC, a Principal by Dean Witter Reynolds, Inc., and an Analyst by Farmers Insurance Group, Inc. He earned his Bachelor of Arts degree in Rhetoric from the University of California, Berkeley and his MBA with emphasis in Finance from the University of Southern California.

Jim Birdwell active positions

Companies	Position	Start
Aristotle Capital Management LLC Aristotle Capital Management LLC Investment ManagersFinance Aristotle Capital employs a fundamental value-oriented approach and seeks to help clients reach their long-term financial goals with active portfolio management using their research-driven investment framework. The firm uses a bottom-up investment process to select high-quality, cash flow generative businesses with a focus on sustainable and/or potentially growing dividends resulting in an attractive total yield over time.	Portfolio Manager-Equities	2011-12-31

All active positions of Jim Birdwell

Former positions of Jim Birdwell

Companies	Position	End
Reed, Conner & Birdwell LLC Reed, Conner & Birdwell LLC Investment ManagersFinance Reed Conner & Birdwell (RCB) employs a value-oriented investment approach that seeks to provide competitive returns in strong markets and to strongly outperform in difficult market environments. The firm's proprietary research focuses on the valuation of individual securities rather than predictions of economic or market trends. RCB seeks to identify exceptional companies that are selling at reasonable valuations and reasonable businesses that are selling at very exceptional valuations. In addition, the firm is known to engage in shareholder activist investment strategies. The firm's investment process includes a careful analysis of return on capital and uses a discounted cash flow methodology as their primary valuation tool. RCB employs the use of systematic screening tools as well as qualitative industry research. They use a variety of tools to develop a comprehensive understanding of the underlying value and associated risks of each potential investment. Their investment selection process begins with a universe of 1300 companies with market-cap greater than $2 billion and 5000 companies with market-cap less than $2 billion. Their screening processes narrow the universe to a focus universe of about 100 stocks. Following company-specific analysis, portfolios are typically concentrated, holding 25 to 35 stocks. Though not limited by sector RCB tends to invest in the stocks of mid-cap and large-cap companies in the finance, retail, electronic technology and healthcare technology sectors. They invest primarily in the stocks of companies located in the US and Europe. RCB maintains a low turnover rate.	Analyst-Equity	2010-10-10
Farmers Insurance Group, Inc. (P&C) Farmers Insurance Group, Inc. (P&C) Multi-Line InsuranceFinance Provides property and casualty insurance	Corporate Officer/Principal	-
Dean Witter Reynolds, Inc. Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Reed, Conner & Birdwell LLC Reed, Conner & Birdwell LLC Investment ManagersFinance Reed Conner & Birdwell (RCB) employs a value-oriented investment approach that seeks to provide competitive returns in strong markets and to strongly outperform in difficult market environments. The firm's proprietary research focuses on the valuation of individual securities rather than predictions of economic or market trends. RCB seeks to identify exceptional companies that are selling at reasonable valuations and reasonable businesses that are selling at very exceptional valuations. In addition, the firm is known to engage in shareholder activist investment strategies. The firm's investment process includes a careful analysis of return on capital and uses a discounted cash flow methodology as their primary valuation tool. RCB employs the use of systematic screening tools as well as qualitative industry research. They use a variety of tools to develop a comprehensive understanding of the underlying value and associated risks of each potential investment. Their investment selection process begins with a universe of 1300 companies with market-cap greater than $2 billion and 5000 companies with market-cap less than $2 billion. Their screening processes narrow the universe to a focus universe of about 100 stocks. Following company-specific analysis, portfolios are typically concentrated, holding 25 to 35 stocks. Though not limited by sector RCB tends to invest in the stocks of mid-cap and large-cap companies in the finance, retail, electronic technology and healthcare technology sectors. They invest primarily in the stocks of companies located in the US and Europe. RCB maintains a low turnover rate.	Finance
University of Southern California University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Farmers Insurance Group, Inc. (P&C) Farmers Insurance Group, Inc. (P&C) Multi-Line InsuranceFinance Provides property and casualty insurance	Finance
Dean Witter Reynolds, Inc. Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management	Finance
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Aristotle Capital Management LLC Aristotle Capital Management LLC Investment ManagersFinance Aristotle Capital employs a fundamental value-oriented approach and seeks to help clients reach their long-term financial goals with active portfolio management using their research-driven investment framework. The firm uses a bottom-up investment process to select high-quality, cash flow generative businesses with a focus on sustainable and/or potentially growing dividends resulting in an attractive total yield over time.	Finance