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INCORE Capital Management

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James Kaesberg, CFA, Senior Portfolio Manager

James K. 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.