Hedge Fund - Callodine Capital Management

James Morrow Bio, Returns, AUM, Net Worth

James Morrow founded Callodine Capital Management, the Callodine Group's investing division in 2018. The Callodine Group aims to provide prospects with attractive values across the board of the capital markets through its asset management businesses.

James Morrow graduated with a bachelor's degree in finance from the University of Buffalo before receiving his MBA from the University of Chicago. After that, he worked for Chase Manhattan Bank in distressed debt. At Fidelity Investments Inc., James Morrow spent 19 years overseeing $40 billion in assets spread across various equity-income strategies, including a $3 to $5 billion energy portfolio. James Morrow now works with Callodine Capital Management as a director.

Callodine Capital Management specializes in long/short and long-only dividend-paying equities investing techniques. The fund asserts that stable pricing, anticipated profit growth, and knowledge of the underlying growth drivers should be matched with a strong dividend yield. It makes cash-generating investments in businesses across various sectors, including real estate investment trusts, business development companies, and specialty income niches like high yield, convertible, preferred, and master limited partnerships.

James Morrow
Fund Profile
Filing Period:
Fund Name: Callodine Capital Management
Manager James Morrow
Portfolio Value $413,294,869
Change This QTR +1.09%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. VTRS 2,300,000 $27,462,000 -9% 6.64%
Sixth Street Specialty Lendi
1,065,323 $22,829,872 -12% 5.52%
3. WWW 1,994,579 $22,359,231 +5% 5.4%
4. SPB 235,000 $20,917,350 +6% 5.06%
5. AY 1,035,000 $19,126,800 +59% 4.62%
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