Profile
Mr. Gipson founded Pacific Financial Research in 1980 and served as its President until his retirement at the end of 2005.
He also served as Chairman of the Clipper Fund.
Prior to PFR, he was a portfolio manager at Source Capital Co. and at Batterymarch Financial.
Before entering the investment industry, he served as an officer in the U.S.
Navy and as a consultant for McKinsey & Co.
Mr. Gipson received his BA and MA degrees in Economics with honors from the University of California, Los Angeles, and his MBA degree with honors from Harvard Business School.
He authored Winning the Investment Game: A Guide for All Seasons.
Former positions of Jim H. Gipson
| Companies | Position | End |
|---|---|---|
Pacific Financial Research, Inc.
 Pacific Financial Research, Inc. Investment Trusts/Mutual FundsMiscellaneous Founded in 1980, Pacific Financial Research, Inc. (PFR) manages assets for pension funds, endowments, foundations, individuals and investment companies. Based in Beverly Hills, California, the firm is a subsidiary of United Asset Management Corp., a subsidiary of Old Mutual US Holdings, Inc. Their ultimate parent is Old Mutual Plc (LSE: OML) | Chairman | 30/12/2005 |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Corporate Officer/Principal | 31/12/1979 |
| Source Capital Corp. | Portfolio Manager-Equities | 31/12/1979 |
QS Batterymarch Financial Management, Inc.
 QS Batterymarch Financial Management, Inc. Investment ManagersFinance Founded in 1969, QS Batterymarch Financial Management, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm is a wholly-owned, independently managed subsidiary of Legg Mason, Inc. (NYSE: LM). They provide investment advisory and sub-advisory services to a wide variety of institutional investors. Legg Mason, Inc.'s acquisition of QS Investors LLC was effective May 30, 2014. As a result, QS Investors, Batterymarch Financial Management, Inc. and Legg Mason Global Asset Allocation LLC became subject to common management and investment oversight, with the objective of integrating the firms to create a combined investment platform offering solutions, quantitative equity, liquid alternatives and multi-manager asset allocation. | Portfolio Manager-Equities | 31/12/1979 |
Training of Jim H. Gipson
| Harvard University | Masters Business Admin |
| University of California, Los Angeles | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Commercial Services |
| Source Capital Corp. | Finance |
QS Batterymarch Financial Management, Inc.
QS Batterymarch Financial Management, Inc. Investment ManagersFinance Founded in 1969, QS Batterymarch Financial Management, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm is a wholly-owned, independently managed subsidiary of Legg Mason, Inc. (NYSE: LM). They provide investment advisory and sub-advisory services to a wide variety of institutional investors. Legg Mason, Inc.'s acquisition of QS Investors LLC was effective May 30, 2014. As a result, QS Investors, Batterymarch Financial Management, Inc. and Legg Mason Global Asset Allocation LLC became subject to common management and investment oversight, with the objective of integrating the firms to create a combined investment platform offering solutions, quantitative equity, liquid alternatives and multi-manager asset allocation. | Finance |
Pacific Financial Research, Inc.
Pacific Financial Research, Inc. Investment Trusts/Mutual FundsMiscellaneous Founded in 1980, Pacific Financial Research, Inc. (PFR) manages assets for pension funds, endowments, foundations, individuals and investment companies. Based in Beverly Hills, California, the firm is a subsidiary of United Asset Management Corp., a subsidiary of Old Mutual US Holdings, Inc. Their ultimate parent is Old Mutual Plc (LSE: OML) | Miscellaneous |
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