James Falbe, CFA

Managing Principal, Portfolio Manager at Saguaro Capital Management
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Phoenix Area
Languages
  • Arabic -
  • German -

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5.0

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Lucas D. Taylor

Jim is someone people should aspire to be - hard working, whip smart, insightful, and amazing conducting a crowd. I have worked with him on many projects and consider myself lucky whenever I can sit down to hear his views on things as he has often thought about things from many angles. Jim is an asset in life and in business.

LinkedIn User

When James first joined our team, he immediately distinguished himself by throwing himself into his Arabic language studies and into learning as much as possible about the Jordanian culture around him. In addition to language studies, his immediate duties included working as an English as a Second Language instructor and helping out with the marketing campaigns in the education center we run in Jordan. He applied himself with passion and zeal to both tasks. First, he showed himself to be a remarkable teacher with a gift for entertaining a classroom of adult learners while simultaneously making sure they mastered the material. In short, James made learning English fun but effective. He also took on some of our marketing projects with admirable perseverance and determination, showing a penchant for creativity that produced the desired results. For example, he planned out a large questionnaire distribution campaign from start to finish, making sure the questionnaires were printed correctly, enlisting and managing the workers distributing them, and then analyzing and reporting the results. This effort not only helped our center to plan future classes, but it also demonstrated James’ ability to plan and manage large projects. Since then, he has been given several other projects of this scope and has performed above expectations in all cases. Overall, James is hardworking, energetic and possesses strong leadership ability. He has distinguished himself at his workplace as a conscientious and self-starting employee. James has also excelled in various capital management and investing projects to which he has applied himself. Over the years I have known him, I have often observed him engaged in self-study, reading books on management and investment by recognized experts in those fields in an effort to better himself and to learn more about these areas. Furthermore, I have seen how he has carefully invested his personal capital using the principles he has learned through the books he has read. I have been impressed by his patience and his acumen in following particular companies over a long period of time, waiting to buy or sell stocks until the right moment. Over time, as we have talked about the results, it has been clear to me that James has learned as much from his mistakes as from his successes. From my observation, he has shown himself to be a careful and savvy investor, along the lines of one of his heroes, Warren Buffett. I have no doubt that James will succeed in his future endeavors in this area.

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Credentials

  • Chartered Financial Analyst
    CFA Institute
    Jul, 2017
    - Nov, 2024
  • Passed the Level III CFA Exam
    CFA Institute
    Jun, 2014
    - Nov, 2024
  • Passed the Level II CFA Exam
    CFA Institute
    Jun, 2013
    - Nov, 2024
  • Passed the Level I CFA Exam
    CFA Institute
    Jun, 2012
    - Nov, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Managing Principal, Portfolio Manager
      • Jun 2021 - Present

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Principal, Portfolio Manager
      • Jul 2013 - May 2021

      - Responsible for valuation and due diligence on a number of portfolio companies - Search out new investment opportunities (long-only public equity) - Lead our research team data science efforts and provide subject matter expertise - Co-manage our six investment portfolios - Co-manage Vulcan's research analyst internship program - Responsible for valuation and due diligence on a number of portfolio companies - Search out new investment opportunities (long-only public equity) - Lead our research team data science efforts and provide subject matter expertise - Co-manage our six investment portfolios - Co-manage Vulcan's research analyst internship program

    • United States
    • Higher Education
    • 700 & Above Employee
    • Summer Associate - Investment Office
      • Jun 2012 - Aug 2012

      - Build Office competencies in MENA/GCC politics, economics, and capital markets - Identify/Evaluate potential partners in the region - Make regional investment recommendations - Build Office competencies in MENA/GCC politics, economics, and capital markets - Identify/Evaluate potential partners in the region - Make regional investment recommendations

  • Schacht Value Investors, LLC
    • South Bend, Indiana Area
    • Equity Analyst
      • Aug 2011 - May 2012

      - Research Financial and Other Public Information - Investigate Company and Management Intangibles - Search for Deep Value, Durable Competitive Advantages, and a Margin of Safety - Research Financial and Other Public Information - Investigate Company and Management Intangibles - Search for Deep Value, Durable Competitive Advantages, and a Margin of Safety

    • Team Leader
      • Aug 2010 - Jun 2011

      - Responsible for all assets on the ground, both human and material.- Responsible for strategy development, implementation, and execution.- For further information please contact me or request a resume.

    • Special Projects Director
      • Sep 2006 - Aug 2010

      For further information, please contact me or request a resume.

    • English and Test Preparation Instructor
      • Sep 2006 - May 2011

      Guided a team to develop and implement new educational curriculum; pioneered new teaching methods, and instructed over 800 students. Guided a team to develop and implement new educational curriculum; pioneered new teaching methods, and instructed over 800 students.

    • Lead Researcher
      • Jan 2003 - May 2003

      Designed a ground-breaking experiment on the initiation of romantic relationships and led a team of six undergraduates in conducting the study. The manuscript is stuck in peer-review purgatory. Designed a ground-breaking experiment on the initiation of romantic relationships and led a team of six undergraduates in conducting the study. The manuscript is stuck in peer-review purgatory.

    • United States
    • Newspaper Publishing
    • 1 - 100 Employee
    • Creative Designer
      • Jan 2000 - May 2000

      Worked with a student volunteer team and newspaper staff to create a comprehensive advertising plan for the Waco Tribune-Herald, Waco's only daily newspaper. Worked with a student volunteer team and newspaper staff to create a comprehensive advertising plan for the Waco Tribune-Herald, Waco's only daily newspaper.

Education

  • University of Notre Dame - Mendoza College of Business
    MBA, Investments
    2011 - 2013
  • Baylor University
    Master of Divinity (MDiv), Theology
    2002 - 2006
  • Baylor University
    BA, University Scholars
    1998 - 2002

Community

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