Balanced
Equity
Market Neutral
Micro Cap
Small Cap
Mid Cap
Fixed Income
Balanced
A Track Record of Performance

James Investment Research, Inc. has been successfully managing portfolios for over a quarter of a century. Our client base includes corporations, foundations, hospitals, financial institutions, our own mutual fund family as well as private investors. We are committed to an investment philosophy which focuses on a single objective: To grow our clients' assets while stressing the preservation of principal and the reduction of risk.

At James, clients' portfolios can be customized to meet their individual needs and objectives. In fact, we offer equity portfolios with different levels of risk tolerance, market capitalization targets and social responsibility restrictions.

More Equity Choices Adds Value

In order to meet the growth and diversification needs of equity investors, James Investment Research offers a range of equity investment styles. We understand that clients have different needs and risk tolerances, and this is why we've created the following investment choices. By utilizing these styles either independently or in a customized blend, we can help people reach their financial goals.

Proprietary Research - The Key to our Investment Success

The professionals of James Investment Research, Inc, are, above all else, risk managers. We understand that preservation of capital and long-term growth are critical to our clients.

Market Risk Indicators

That's why we use strategic asset allocation techniques to create balanced portfolios custom-tailored to meet each individual's investment needs and risk tolerance. Our active management style bases asset allocation on our proprietary market risk indicators. These indicators help us assess the general risk levels in the stock and bond markets.

We review them every week in the form of written market appraisals, a long-time James tradition. Our appraisals give us a clearer picture of the market's long, intermediate and short-term risks. Armed with this knowledge, we adjust either the stock, bond or cash allocation of a balanced portfolio toward the area offering the least risk and the greatest potential reward.

Since we do most of our research in-house, we have been able to create a unique top-down approach to generating wealth for our clients. What begins with a broad investigation of overall economic trends such as interest rates and inflation, funnels down to an in-depth market risk assessment. After this, we make an allocation decision. Next, we actively manage the equity and fixed-income portions of the portfolio. This is how we strive to maximize return, while minimizing risk.

James Strategic Asset Allocation Process

Balanced James seeks to add value at every level of the portfolio management process. This means we take an active management approach not only to equities in a balanced portfolio, but to the bonds as well. Our fixed income investment philosophy is centered on preserving capital through interest rate anticipation and active duration management. Our market risk indicators help us to assess the direction of interest rates and to identify periods of risk in the fixed income markets. We then target a portfolio duration according to individual risk tolerance. You won't find "exotics","high risk derivatives" or junk bonds in James-managed portfolios. Instead, we focus on high-quality bonds, insured municipal bonds, convertible bonds, U.S. Government Agency bonds and other high quality investments. Sticking with these more conservative types of bonds means the portfolio will offer excellent liquidity.
 
 
JIR Special Study


James News

December 10, 2013
2014 Economic Outlook

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June 12, 2013
Special Study - Topping Markets 2013

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March 22, 2013
Special Study - Sequestration Follies

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March 18, 2013
White Paper - Cyprus Crisis Aftershock

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March 1, 2013
Sequestration Interview
with Dr. James


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December 11, 2012
2013 Economic Outlook Videos

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September 5, 2012
Special Study - No Cliff Diving

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August 18, 2011
Market Volatility: What are we doing?

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July 29, 2011
Special Study - No American Default

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May 20, 2011
Special Study - How to Offset Inflation

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Jan 24, 2011
New Years Forecast - Dayton B2B Finance

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Jan 18, 2010
Topping Markets

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Jul 13, 2009
New Stimulus Won't Cure Economic Woes

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