General Investing >> Money Manager Interviews >> October 30, 2000
JAMES W. STRATTON founded Stratton Management Company and Stratton
Growth Fund in 1972. He is Chairman and Chief Executive Officer of
Stratton Management Company; Chairman and Chief Investment Officer of
Stratton Growth Fund, Stratton Monthly Dividend REIT Shares and Stratton
Small-Cap Value Fund. Prior to founding the firm, Mr. Stratton joined
the Philadelphia-based investment counseling firm of Cooke & Bieler,
where he subsequently became a Vice President, Director and shareholder.
In 1965 he joined Drexel & Co. in the Investment Advisory Department,
where he had direct responsibility for the management of the firm's
equity-oriented profit sharing and pension plan portfolios (over $250
million) for major corporate clients. In 1970 he was elected President
and Chief Executive Officer of Drexel Firestone, Inc. Mr. Stratton
earned a BS degree in Geophysics from Penn State University and an MBA
with high distinction, as a Baker Scholar, from the Harvard Business
School. He is a member of the Association for Investment Management and
Research and serves as a Director of the following: Amerigas Propane
Ltd.; BE&K Corporation; EFI Corporation; Teleflex; and UGI Corporation.
He has also served as Chairman of the board of Trustees of Thomas
Jefferson University. Profile
TWST: We are going to focus on the Stratton Growth Fund. What is theinvestment philosophy used in managing the Fund?
Mr. Stratton: It's a multi-cap fund, which means that we have the
ability