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You are here: Manager factsheet

James B. Rosenwald

Waystone Management Company (I, St. Jamess Place UT Group Ltd
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Manager profile
James is Chief Investment Officer at Dalton Investments. He is a recognised authority in Pacific Rim investing with more than 41 years of investment experience. He formerly co-managed and founded Rosenwald, Roditi & Company, Ltd., now known as Rovida Asset Management, Ltd., which he established in 1992 with Nicholas Roditi. James advised numerous Soros Group funds between 1992 and 1998. James holds an MBA from New York University and an AB from Vassar College. He is a CFA charterholder and a director of numerous investment funds. He is also a member of the CFA Society of Los Angeles and the CFA Institute, and is an Adjunct Professor of Finance at New York University’s Stern Business School.
Total return for James B. Rosenwald
Discrete calendar year performance : James B. Rosenwald

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
James B. Rosenwald 10.3 0.0 12.2 12.9 4.7 - - - - -
Peer Group Composite 6.7 1.1 0.8 8.4 -0.7 - - - - -
Over / Under 3.6 -1.1 11.4 4.5 5.4 - - - - -
Performance vs peer group composite: James B. Rosenwald
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
Overall markets
Outperformed peer group composite
4 years
out of a possible 5
Overall markets
Underperformed peer group composite
1 year
out of a possible 5
Rising markets
Outperformed peer group composite
3 years
out of a possible 4
Falling markets
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Lafayette Dalton Asia Pacific UCITS Lead manager FO Hedge/Stru Prod - Equity since Apr 08 2019 to present
SJP Japan Co-managed UT Japan since Jul 31 2023 to present
Funds managed previously
Fund Periods
No previously managed funds
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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