Jim is passionate about mentorship and investing. As the Founder of Saguaro Capital Management, he lives these passions daily.
Jim was previously a Principal and Portfolio Manager at Vulcan Value Partners. With the Senior Investment Team, he was responsible for portfolio management, coverage of both portfolio and watch list names, and seeking out new investment opportunities. He also co-developed and co-led Vulcan’s internship and associate analyst programs. Additionally, Jim initiated and led the development of Vulcan’s AI and Machine Learning capabilities. A five-year effort, this project significantly increased Vulcan’s research productivity and opened the door for revolutionary new products in the future. He also has experience with Notre Dame’s Investment Office and Devotion Capital Management (previously Schacht Value Investors).
Before Equity Research, Jim was a humanitarian worker in the Middle East/North Africa region. Starting as an English teacher in Jordan, he taught over 800 students and finished by helping run a training center that educated over 1,500 students per year. His team of fourteen was on the ground during the Arab Spring and helped build a network for international aid efforts in Egypt and Libya.
Jim is a CFA® Charterholder and earned his MBA in Investments from the University of Notre Dame. He also holds an MDiv in Theology and a BA as a University Scholar from Baylor University.
Married with four energetic kids, Jim loves science fiction, history, long walks, chess, and Baylor Football.
John has over 16 years of experience in the investment industry. Prior to launching Saguaro, John was a Principal and Relationship Manager at Vulcan Value Partners. At Vulcan, John built and maintained deep client relationships, meeting client needs and communicating Vulcan’s investment approach. At Saguaro, John will take his value for candid communication with clients to the next level. “You can’t have long-term mutual success in an investment partnership without communicating both the good and the bad honestly.”
Prior to Vulcan, John served as Vice President and Portfolio Manager for Regions Wealth Management and Regions Institutional Services, where he managed investment portfolios of both high net worth and institutional clients. He served as a fiduciary, managing client portfolios with both internal strategies and external managers. This experience has been integral in John’s ability to empathize and support clients in their pursuit of investment success.
John is also the Founder, Executive Director and CIO of the Rucker Collier Foundation. On October 29th, 2020, he and his wife Katie lost their 6-year-old son, Rucker, to a rare cancer called Sclerosing Epithelioid Fibrosarcoma, or “SEF”. John and Katie founded the Rucker Collier Foundation to find a cure for SEF, support SEF patients and their families, and to honor their beloved son’s legacy. Through Saguaro, John hopes to amplify the impact of this mission.
John is a CFA® Charterholder and has a BS in Commerce & Business Administration with a major in Finance, minor in Economics, and a concentration in Corporate Financial Management from the University of Alabama.
John is also passionate about golf (or any competition), guitar, history, behavioral economics, and spending quality time with friends and family, especially his six-year-old son Charlie and his newborn daughter Caroline.
Bryan was previously an Associate Analyst at Vulcan Value Partners. He spent three years in various equity-related analytical roles to support coverage of names in both the portfolio and on the watchlist. Bryan was also the primary instructor for Vulcan’s Intern and Associate Analyst training programs. Feeling a desire to serve his fellow man more directly, Bryan left Vulcan in the summer of 2019 to attend a vocational ministry school, Highlands College.
During his two years at Highlands College, Bryan dedicated his time to building relationships with families living in the public housing projects of Birmingham, AL and Los Angeles, CA. He is passionate about mentoring at-risk youth and teaching the principles of financial literacy to everyone. At Saguaro, Bryan will be empowered to continue this critical outreach, and we hope to amplify his impact.
Bryan is a CFA® Charterholder and has a BS in Commerce & Business Administration with a major in Finance and a concentration in Insurance from the University of Alabama. He also received an Advanced Certificate of Ministry and Leadership from Highlands College.
Bryan also loves board games, hiking, ultimate frisbee, and disc golf.
Tyler has a Ph.D. in Applied Statistics from the University of Alabama. His dissertation is on Statistical Applications to Finance. He is currently working on applying model-based clustering to public equity data for portfolio selection.
Previously, Tyler was a Data Scientist at Vulcan Value Partners. He was primarily responsible for predictive modeling of text and time-series data but also spearheaded Vulcan’s Natural Language Processing and Computer Vision efforts. Tyler’s processes and trained algorithms were successfully tested in hypothetical portfolios and continue to aid Vulcan’s human research productivity. Tyler left Vulcan in May 2021 to return full-time to his Ph.D. program.
Tyler also did a large project for Crazy Cazboy’s, a start-up internet discount retailer (They titled him Interim Chief Data Science Officer). He created a machine learning toolkit for processing new inventory. Additionally, he built the predictive modeling pipeline and cross-trained permanent members of the company. Tyler has an MS in Applied Statistics from the University of Alabama, and a BA in Mathematics and Economics from the University of Colorado Boulder.
Tyler received his PhD from the University of Alabama, has an MS in Applied Statistics from the University of Alabama, and a BA in Mathematics and Economics from the University of Colorado Boulder.
Tyler is passionate about passing his love of technology to the next generation, enjoys most forms of outdoor recreation, lives to beat Bryan at board games, and is very committed to English soccer.
Prior to helping launch Saguaro, Emily was a Project Manager at the Indiana Finance Authority in the Water Resources and Infrastructure division. In this role, she managed a statewide water audit, a lead testing program impacting over 100 schools throughout Indiana, and CARES Act reimbursement distributions. She enjoyed collaborating with local government officials to develop the most effective programming possible.
Prior to the Indiana Finance Authority, Emily was Program Coordinator for the STEM Scholars program at Samford University. This program aims to increase diversity in fields where minorities are underrepresented. She was responsible for all aspects of the program's operation, including recruitment and mass communications. Emily formed lasting partnerships with stakeholders at both the university and statewide level.
Emily has both a Masters in Public Affairs with a focus on Nonprofit Management, and a Masters in Environmental Science with a focus on Water Resources from Indiana University. She also has a BS in Biological Sciences, focused on Health and Environmental Studies, from Samford University.
Emily is passionate about the environment and the non-profits who work to protect it, especially Waterkeeper groups that promote clean water for the sake of public health, recreation, and wildlife habitats. Emily volunteers her time and expertise in this area. Saguaro hopes to help amplify her impact.
Emily loves going on road trips with her husband, days spent by any body of water (ideally the ocean) and trying to convince the SCM team to do yoga with her instead of playing ultimate frisbee.
Bruce has over 40 years of experience in investment analysis and management in a variety of industries including real estate, unregulated power and private and public equity. He was a co-founder of Vulcan Value Partners which grew from $20 million in AUM to $13 billion at the time of his retirement. During his tenure at Vulcan, he was a senior member of the research and portfolio management team and acted as the firm’s CFO during its startup period. At Saguaro he is a part-time member of the research team, and part-time strategic advisor, focusing much of his efforts on setting up the finance function of the company. During his career he served on the Boards of numerous non-profits in both Birmingham and Montgomery Alabama. He is currently a Board member of the Auburn University Foundation, where he served as Chairman of the Investment Committee from 2021-2022.
Bruce received a Bachelor of Electrical Engineering from Auburn in 1976 and an MBA from Wharton in 1978.
He and his wife, Kay, have two grown children and three grandchildren and split their time between Birmingham and Linville, NC.
Before joining Saguaro, Bryan worked as an Investment Analyst for a single-family office called North Nelson. At North Nelson, he researched public equities in addition to conducting diligence on hedge funds and long-only managers. He graduated from Bentley University in 2018 as a Finance major. During college, he had two internships for value-oriented investment firms. The first was a remote internship with a startup microcap fund called Askeladden Capital where he got his start researching companies and evaluating them for portfolio inclusion. The second was with Vulcan Value Partners in 2017, where he received mentorship from Jim and Bryan.
Bryan has a B.S. in Finance from Bentley University.
Bryan is enthusiastic about mentoring the next generation of value investors. In his free time, he enjoys hiking, basketball, frisbee, and listening to podcasts.
