Jim Vogt

Head-Equity Investments at

Pine Valley Investments LLC

Finance

Consumer Services

Profile

Mr. James T.
Vogt is a Co-Chief Investment Officer at Pine Valley Investments LLC.
Mr. Vogt joined Valley Forge Asset Management in 1998 when the firm had $600 millions in assets.
He held numerous roles including Director of Institutional Sales and Co-Chief Investment Officer.
Mr. Vogt and his team raised assisted the firm in growing to manage over $4 billion during his 19 year tenure.
Leadership roles included managing the trading department, overseeing research efforts, establishing GIPS compliant composites, developing new products and supervising internal research efforts.
He received Bachelors Degree in Finance from Rutgers University and Masters in Business Administration from Villanova University.

Jim Vogt active positions

Companies	Position	Start
Pine Valley Investments LLC Pine Valley Investments LLC Investment ManagersFinance PVI manages portfolio overlays around various asset classes that deliver attractive, less-correlated and improved risk-adjusted absolute returns. The firm’s investment committee carefully considers the client’s specific goals in order to design, implement and manage customized strategies.	Head-Equity Investments	2023-04-30

All active positions of Jim Vogt

Former positions of Jim Vogt

Companies	Position	End
Tower Bridge Advisors, Inc. Tower Bridge Advisors, Inc. Investment ManagersFinance TBA manages equity and fixed income portfolios comprised of individual stocks and bonds. Their rigorous investment process results in customized asset allocation for each client. Each client’s portfolio is constructed of 35-40 stocks which represent the best ideas of their investment team, and an appropriate allocation to bonds to achieve the client’s requirement for income and stability. TBA’s core equity holdings will be a diversified portfolio of individual securities chosen based on a philosophy of growth at a reasonable price (GARP), possibly supplemented with passively managed index and ETFs that support complementary disciplines. For the fixed-income portion of portfolios, the firm buys investment-grade bonds in laddered maturities.	Investment Committee Member	2023-04-30
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Corporate Officer/Principal	-
Valley Forge Asset Management LLC Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management is a value manager that specializes in equity, balanced and fixed-income management on an individual account basis. The firm's core investment philosophy seeks growth at a reasonable price using mostly large cap (market value of $10 billion or more) securities to provide short-term preservation of principal and long-term growth of assets. This disciplined investment process is designed to manage risk at every opportunity through portfolio diversification and active management.	Chief Investment Officer	-

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Linked companies

Private companies	6
Tower Bridge Advisors, Inc. Tower Bridge Advisors, Inc. Investment ManagersFinance TBA manages equity and fixed income portfolios comprised of individual stocks and bonds. Their rigorous investment process results in customized asset allocation for each client. Each client’s portfolio is constructed of 35-40 stocks which represent the best ideas of their investment team, and an appropriate allocation to bonds to achieve the client’s requirement for income and stability. TBA’s core equity holdings will be a diversified portfolio of individual securities chosen based on a philosophy of growth at a reasonable price (GARP), possibly supplemented with passively managed index and ETFs that support complementary disciplines. For the fixed-income portion of portfolios, the firm buys investment-grade bonds in laddered maturities.	Finance
Valley Forge Asset Management LLC Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management is a value manager that specializes in equity, balanced and fixed-income management on an individual account basis. The firm's core investment philosophy seeks growth at a reasonable price using mostly large cap (market value of $10 billion or more) securities to provide short-term preservation of principal and long-term growth of assets. This disciplined investment process is designed to manage risk at every opportunity through portfolio diversification and active management.	Finance
Rutgers State University of New Jersey Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Villanova University Villanova University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance
Pine Valley Investments LLC Pine Valley Investments LLC Investment ManagersFinance PVI manages portfolio overlays around various asset classes that deliver attractive, less-correlated and improved risk-adjusted absolute returns. The firm’s investment committee carefully considers the client’s specific goals in order to design, implement and manage customized strategies.	Finance

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