The information on this site is intended only for institutional investors and consultants to separately managed account investors. It is not intended for use by or distribution to members of the general public. The information on this site is for informational purposes and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. The information on this site is published without regard to the investment objective, financial situation or specific needs of any particular investor. The information on this site is intended for U.S. residents only and is not intended for investors in any jurisdiction in which distribution or purchase is not authorized.

Please confirm that you have read and agree to the terms above.

Thank you for your interest in Victory Capital Management. To download this document, please complete the registration form below. You will only need to complete this form one time to access site content.

  • Victory Capital may use my email to send out periodic news, announcements, and product information.

*All fields are required

INCORE Capital Management

Incore Capital Management Logo


James Kaesberg, CFA, Senior Portfolio Manager

James Kaesberg, CFA

Senior Portfolio Manager - Convertibles

James Kaesberg is a senior portfolio manager for INCORE Capital Management. In this role, he helps manage INCORE’s convertible securities strategy in addition to co-managing various separately managed convertible portfolios. He is also a co-manager of the Victory INCORE Investment Grade Convertible Fund as well as common and collective funds that invest in this 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, he was an equity analyst concentrating on pharmaceuticals, health care, telecommunications, computers, and office equipment. 

Mr. Kaesberg has been a speaker and lecturer on convertible securities and asset allocation. He has made guest appearances on local and national radio and been quoted in publications such as The Wall Street Transcript.

Mr. Kaesberg holds a B.B.A. and an MBA from the University of Wisconsin. He is a CFA® charterholder and past president of the CFA Society of Cleveland.