James E. Thorne, Ph.D.

James E. Thorne Photo

James E. Thorne, Ph.D. Chief Capital Market Strategist & Senior Portfolio Manager

 

Dr. James E. Thorne is the Chief Capital Market Strategist and a Senior Portfolio Manager of Caldwell Investment Management Ltd. From February 2001 to September 2014, he held various senior investment management positions at M&T Bank and its wholly owned subsidiary, Wilmington Trust Investment Advisors, Inc in the U.S., including Chief Investment Officer of Equities, Managing Director and Chief Capital Market Strategist. During his tenure, he was responsible for the management of approximately $23B in assets under management and developed small, mid and large-capitalization investment strategies which employed a combination of quantitative and qualitative analysis and achieved top-quartile performance. Dr. Thorne is a member of Caldwell’s Investment Risk Committee.

 

Dr. Thorne received a Ph.D. in Economics in the fields of Finance and Industrial Organization from York University in June 1993 and was subsequently employed as a Professor of Economics and Finance at the Schulich School of Business and at Bishop's University.

 

Funds James manages:

Caldwell US Dividend Advantage Fund

Pendragon Fund