![Jim Polk](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jim Polk
Head-Equity Investments at
Homestead Advisers Corp.
Profile
Mr. James A. Polk, CFA MBA, is a Head of Equity Investments at Homestead Advisers Corp.
Prior to joining Homestead Advisers in 2019, he was a portfolio manager at Putnam Investment Management, LLC, where he managed small-, mid- and multi-cap value oriented mutual funds.
He is a graduate of Colby College, where he received a Bachelor of Arts degree in English.
He received his MBA from the Olin Graduate School of Business at Babson College.
Jim holds the Chartered Financial Analyst designation.
Jim Polk active positions
| Companies | Position | Start |
|---|---|---|
Homestead Advisers Corp.
 Homestead Advisers Corp. Investment ManagersFinance Homestead Advisers employs equity, fixed income and money market investment strategies. Their equity strategy seeks capital growth over the long-term by investing in stocks of established companies they believe to be attractive and/or undervalued. The firm generally follows a bottom-up approach based on its fundamental research and consideration of variety of factors. Homestead Advisers’ fixed-income strategy primarily seeks current income while maintaining a low degree of fluctuation. In selecting portfolio holdings, the firm considers the outlook for the economy, monetary policy, interest rates and credit spreads. | Head-Equity Investments | 01/01/2022 |
Former positions of Jim Polk
| Companies | Position | End |
|---|---|---|
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Portfolio Manager-Equities | 01/12/2017 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Corporate Officer/Principal | 01/01/1998 |
Training of Jim Polk
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
79
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
Homestead Advisers Corp.
Homestead Advisers Corp. Investment ManagersFinance Homestead Advisers employs equity, fixed income and money market investment strategies. Their equity strategy seeks capital growth over the long-term by investing in stocks of established companies they believe to be attractive and/or undervalued. The firm generally follows a bottom-up approach based on its fundamental research and consideration of variety of factors. Homestead Advisers’ fixed-income strategy primarily seeks current income while maintaining a low degree of fluctuation. In selecting portfolio holdings, the firm considers the outlook for the economy, monetary policy, interest rates and credit spreads. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Colby College
 Colby College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Jim Polk
