معرفی
James B. Rosenwald III is an Adjunct Professor of Finance at the Leonard N. Stern School of Business, New York University, where he teaches Global Value Investing (FINC-GB.3182). He joined Stern in 2012 and established the Rosenwald Global Value Fund, a student-managed investment fund that provides MBA and undergraduate students with hands-on experience in global value investing. The fund manages over $1.9 million in assets and focuses on long-term value strategies across China, India, Japan, Israel, Mexico, Taiwan, and the U.S.
Education:
- AB in Economics, Vassar College (1980)
- MBA, NYU Graduate School of Business Administration (1984)
His research and teaching interests center on value investing, global equity markets, emerging markets, ESG disclosures, and investment risk management. He emphasizes real-world application through student research and fund management.
The student research projects under the Rosenwald Fellowship reflect a strong trend in applied finance, including topics such as biopharmaceutical valuation, geopolitical risk hedging, FDI corruption impacts, and retail trading behavior in leveraged ETFs—indicating a focus on both traditional and alternative investment analysis.
Scientific and Professional Recognition:
- CFA Charterholder
- Member, CFA Society of Los Angeles
- Member, CFA Institute
- Director of multiple investment funds
Mr. Rosenwald advises students through the Rosenwald Fellowship program, which supports undergraduate research in asset management. He has funded and supervised numerous student projects since 2018–19, and the Rosenwald Global Value Fund provides grants to Stern's Alternative Investments Platform at the Salomon Center for the Study of Financial Institutions. He previously co-managed and founded Rosenwald, Roditi & Company, Ltd. (1992), and advised Soros Group funds from 1992 to 1998.
He leads the Rosenwald Global Value Fund, a key educational lab at Stern, where students analyze global equities and propose real investments. The fund operates under a 12-week course cycle, with a panel selecting student proposals annually. The portfolio is concentrated in a limited number of global holdings, and performance is publicly tracked.
