Dr. Rutledge is the Chairman of Rutledge Capital, a middle-market private equity investment firm. He is also a member of the Advisory Board of First Q Capital, a hedge fund. Dr. Rutledge is a visiting professor at the Chinese Academy of Sciences and Chief Advisor for Finance and Investment to the Governor of the Haidian District in Beijing. He also serves as a board member of the Progress and Freedom Foundation and a senior fellow at the Pacific Research Institute and the Heartland Institute.
Dr. Rutledge first introduced his Asset Market Shift framework for analyzing capital markets in The Wall Street Journal in the 1980s, which applies thermodynamics to portfolio management to bridge the gap between economic analysis and portfolio management. Over the past twenty years he has used this framework for economic analysis, asset allocation, portfolio selection, business strategy, restructuring, acquisitions, and divestitures. Dr. Rutledge advises institutional and individual investors on how to capitalize on opportunities created by a temporary divergence of prices from Intrinsic Value. His many advisory and speaking clients include governments, corporations, and financial institutions around the world.
Dr. Rutledge has authored two books and has written hundreds of articles for Forbes, the Wall Street Journal, Barron’s, Fortune, the Financial Times, US News and World Report, Business Week, and other publications. Dr. Rutledge appears weekly on Forbes on Fox. He is a frequent guest on CNBC’s Kudlow & Company, CNN’s In the Money, PBS’ Wall Street Week with Fortune, and a number of programs in China.
Dr. Rutledge began his career as a professor of monetary economics, international finance, and econometrics at Tulane University and Claremont McKenna College. In 1978, Dr. Rutledge founded the Claremont Economics Institute, an economic advisory business in Claremont, California. He holds a BA from Lake Forest College and a PhD from the University of Virginia.