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James Kaesberg, CFA, Senior Portfolio Manager

James Kaesberg, CFA

Senior Portfolio Manager - Convertibles

James Kaesberg is a senior portfolio manager with INCORE Capital Management's convertible securities strategy. In addition to co-managing various separately managed convertible portfolios, Mr. Kaesberg is a co-manager of the Victory INCORE Investment Grade Convertible Fund as well as common and collective funds which invest in this unique asset class. The Investment Grade Convertible team was renamed INCORE Capital Management on April 1, 2015. INCORE Capital Management is a Victory Capital investment franchise.

Mr. Kaesberg joined Victory Capital in 1985 and has been managing convertible portfolios since 1992. Prior to joining INCORE’s convertible securities team, Mr. Kaesberg was an equity analyst concentrating on pharmaceuticals, health care, telecommunications, computers, and office equipment.

Mr. Kaesberg has been a speaker and lecturer on the subjects of convertible securities and asset allocation. He has made guest appearances on local and national radio and in The Wall Street Transcript.

Mr. Kaesberg holds a Bachelor of Business Administration and a Master of Business Administration from the University of Wisconsin. Additionally, he is a CFA charterholder and a past president of the CFA Society of Cleveland.

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