Getting To Know Our New Partner—Northside Capital Management

Rosemont Roundtable: Exploring the Business of Investment Management

In the latest episode of Rosemont Roundtable: Exploring the Business of Investment Management, Brad Mook sat down with Jim DeWolfe, managing member and president of Northside Capital Management, for a compelling conversation on Northside’s unique investment philosophy, its approach to ultra-high-net-worth client management and the strategic partnership with Rosemont.

With Northside's expertise in managing over $5 billion in assets and its commitment to maintaining long-term independence and stability, Jim shares insights on Northside's foundation, its customized investment strategies and how the firm stands out in the wealth management landscape. The episode also looks at Northside’s investing methodology, including the significance of a personalized approach in portfolio management and being opportunistic based on market conditions.

Specifically, Brad and Jim talked about:

• Jim's journey from Morgan Stanley to founding Northside Capital Management in 2005, aiming to bring institutional capital markets experience to ultra-high-net-worth families.
• Northside's philosophy of building customized portfolios tailored to each client's needs, incorporating a mix of third-party managers and individual securities.
• Rosemont's recent minority equity investment in Northside, supporting the firm's long-term independence, stability and succession planning.
• Jim's vision for Northside's continued improvement, supported by Rosemont's strategic guidance.
• Timely opportunities in today’s investment landscape, including specific areas within credit markets, the optimal hunting ground for security selection, and non-consensus positioning within private equity.

The conversation provides insight into Northside’s differentiated business and the new affiliation with Rosemont. If you have any questions or want to learn more, please don't hesitate to contact us.

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