Cubic Asset Management is an independent firm offering separate account management to endowments, foundations, retirement plans and high net-worth individuals. The analysts/portfolio managers have over fifty years combined investment experience. We offer several products, all built around a disciplined bottom-up, "value" investment strategy.
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Jim received his Ph. D. in applied mathematics in 1970 from the University of Maryland and was an assistant professor of mathematics at Northwestern University from 19701972. He was a tenured associate professor at Boston University from 19721985. As an academician, he published over thirty papers in scholarly journals, was a co-author of a calculus textbook, and was a frequent lecturer on applications of mathematics at national conferences.
Our investment philosophy is to purchase stocks in much the same way that a knowledgeable buyer would evaluate a business for acquisition in its entirety. The business should be reasonably easy to understand, have favorable long-term prospects, be managed by competent individuals with integrity and, just as importantly, be available at a price which represents a discount from its intrinsic value.
From Route 93 take exit 26, Leverett Connector/Storrow Drive, and follow to the Copley Square exit the left. Take a right onto Beacon Street and follow to Exeter Street. Take a left onto Exeter Sontreet and follow 4 blocks. The Prudential Center Garage will be on the right. Follow the Mass Pike eastbound into Boston (the Mass Pike is accessible from Route 128/I-95).
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