Paul Dokas

Portfolio Manager-Equities at

Longfellow Investment Management Co. LLC

67 year

90 connections

Finance

Consumer Services

Communications

Profile

Mr. James P.
Dokas, CFA MBA, is a Co-Director of Equities & Portfolio Manager at Longfellow Investment Management Co. LLC.
He joined the firm in 2020.
Mr. Dokas was previously employed as a Senior Portfolio Manager & Managing Director by Cadence Capital Management LLC, a Director of Trust Investments by Bell Atlantic Corp., and a Senior Vice President by Macquarie Investment Management Business Trust.
He received his BA degree from Loyola University Maryland, Inc. and an MBA from the University of Maryland.

Paul Dokas active positions

Companies	Position	Start
Longfellow Investment Management Co. LLC Longfellow Investment Management Co. LLC Investment ManagersFinance Longfellow manages US fixed income, absolute return, alternative, US, international, and emerging market equity strategies that seek to deliver attractive long-term risk-adjusted returns over each market cycle. The firm combines top-down risk management with bottom-up security selection.	Portfolio Manager-Equities	01/01/2020

All active positions of Paul Dokas

Former positions of Paul Dokas

Companies	Position	End
Cadence Capital Management LLC Cadence Capital Management LLC Investment ManagersFinance Cadence Capital Management manages customizable global strategic beta portfolios for their investors. The firm develops, and implements strategies to target distinct investment opportunities and/or capture specific fundamental or valuation characteristics.	Portfolio Manager-Equities	01/01/2020
Bell Atlantic Corp. Bell Atlantic Corp. Wireless TelecommunicationsCommunications Provides wired and wireless telecommunication services	Corporate Officer/Principal	-
Nomura Investment Management Business Trust Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach.	Corporate Officer/Principal	-

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Training of Paul Dokas

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Linked companies

Private companies	6
Nomura Investment Management Business Trust Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach.	Finance
Cadence Capital Management LLC Cadence Capital Management LLC Investment ManagersFinance Cadence Capital Management manages customizable global strategic beta portfolios for their investors. The firm develops, and implements strategies to target distinct investment opportunities and/or capture specific fundamental or valuation characteristics.	Finance
Longfellow Investment Management Co. LLC Longfellow Investment Management Co. LLC Investment ManagersFinance Longfellow manages US fixed income, absolute return, alternative, US, international, and emerging market equity strategies that seek to deliver attractive long-term risk-adjusted returns over each market cycle. The firm combines top-down risk management with bottom-up security selection.	Finance
Bell Atlantic Corp. Bell Atlantic Corp. Wireless TelecommunicationsCommunications Provides wired and wireless telecommunication services	Communications
Loyola University Maryland, Inc. Loyola University Maryland, Inc. Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Maryland University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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