James McDonald

MCA’s investment philosophy is centered on the belief that incremental value can be added through both security and sector selection, coupled with rigorous internal credit approval and underwriting processes. The firm aims to produce strong and consistent levels of risk-adjusted net investment income and competitive total returns through market cycles, while strictly controlling risk and protecting surplus.

JP is a long-term investor that tends to hold well-known, highly liquid, blue chip stocks with market dominance and histories of stable dividends. The firm generally only sells their positions to fund the acquisitions of other insurance companies. JP will occasionally sell when they believes that stocks are overvalued and to reduce capital gains.

SIMLLC uses various investment strategies and security analysis methods in managing client’s assets. The firm typically invests in equity securities, including exchange-listed securities, securities traded over the counter and foreign issuers, warrants, corporate debt securities (other than commercial paper), commercial paper, certificates of deposit, municipal securities, mutual fund shares, US government and agency securities, options contracts on securities.

Functions as a College/University

Writes synthetics for the insurance industry

Functions as a College/University