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About James L. Kaplan of CUBIC ASSET

James L. Kaplan is Managing Member at Cubic Asset Management Llc and has been affiliated with Cubic Asset Management Llc since May-2007.

Cubic Asset Management Llc is an investment advisor that manages 577.3 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions. The managers's latest filing has disclosed 293MM in positions, which represents 51% of the manager's regulatory AUM.

For more on Cubic Asset Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -0.4%/yr

Co-workers of James L. Kaplan at CUBIC ASSET

Name Title In Position Since

CUBIC ASSET Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GE 2.47872% Industrials -7.22% 2.3% -0.24% 0 37%
DAL 2.38795% Industrials 13.63% 2.3% 0.27% 0 21%
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James L. Kaplan Office Address

SUITE 2830
BOSTON, Massachusetts
UNITED STATES, 02199-8090

James L. Kaplan Contact Information

Phone Number: 617-456-1373
Fax Number: 617-456-1392



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