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A Track Record of Performance

James Investment Research, Inc. has been successfully managing all equity portfolios for since 1984. The 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.

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.

Our Stock Selection Process - A Multi-factor Approach

At James Investment Research, we manage our clients' portfolios with resources nobody else has. Our research team has validated every step in our top-down approach to stock selection. Just as with the management of balanced portfolios, we begin by assessing our market risk indicators to identify which sectors of the equity market are likely to outperform. Then, our sector analysts go to work using fundamental and technical analysis, to search for top equity prospects. Only after final approval by our investment committee can a stock be added to the firm's "buy" list.

Top DownOur proprietary stock ranking model is a tremendous tool in our equity research process. For over a decade it has been providing impressive discrimination between potential winners and losers in the stock market. Our database allows us to track and sift through over 8,000 stocks, identifying those that meet our specific investment criteria.

We review over 200 factors on a given company. James' Equity Portfolios represent a strategic blend of equities and cash equivalents, with the ongoing allocation determined by our appraisal of the overall risk level in the equity market. Our portfolios typically carry a blend of both large and small capitalization stocks, with allocations weighted towards the sectors representing the most opportunities.

Our research has proven the sell decision is often more important than the buy decision. Therefore, if a stock has deteriorated in ranking, relative strength, or if one of our senior analysts detects a problem with the stock, it is immediately reviewed by our investment committee. If the committee makes the decision to sell, the actual sale is methodical. We track stock positions daily and attempt to sell into a rally when possible.

James News

March 18, 2019
Dr. Frank Edward James Obituary

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March 14, 2019
James Investment Research, Inc. Announces Passing of Founder Dr. Frank E. James

It is with great sadness James Investment Research, Inc., James Capital Alliance, Inc. and the James family informs you James Investment Research, Inc. Founder and Chairman Dr. Frank James Jr. peacefully passed away on Wednesday, March 13, 2019 surrounded by his loving wife and family. Dr. James earned his Ph.D. from Rensselaer Polytechnic Institute in 1967. His dissertation, The Implications of Trend Persistency in Portfolio Management, provided a computer-based study of the price movements of every security listed on the New York Stock Exchange between 1926 and 1960.

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February 5, 2019
Exchange Traded Concepts to Close and Liquidate the James Purpose Based Investment ETF
After careful consideration, Exchange Traded Concepts, LLC, the Fund’s investment adviser, in consultation with James Investment Research Inc., the Fund’s index provider, has recommended, and the Board of Trustees of Exchange Listed Funds Trust has approved, the termination and liquidation of the Fund pursuant to the terms of a Plan of Liquidation.

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January 12, 2018
James Investment Research, known for our 40-year history of providing principles-driven investment management products is expanding with the addition of our first ETF, the James Biblically Responsible Investment ETF (JBRI).

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December 12, 2017
Economic Outlook 2018

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November 17th, 2017
Topping Market

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September 13th, 2017
If Value is Underperforming Growth...Why Stay There?

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March 15, 2017
A Cautionary Tale

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December 14, 2016
Economic Outlook 2017

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November 9, 2016
Initial Thoughts on the Election

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October 18, 2016
Whitepaper 2016 Election Considerations

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June 27, 2016
Special Study Opportunity from Brexit

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June 27, 2016
Video Opportunity from Brexit

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June 22, 2016
Video Current Conditions 6-22-16

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Junes 13, 2016
Whitepaper - Who Will Win?

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January 4, 2016
Video Economic Outlook 2016: International

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December 28, 2015
Video Economic Outlook 2016: Bonds

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December 21, 2015
Video Economic Outlook 2016: Economy

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September 23, 2015
China is not Greece Video

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September 23, 2015
China is not Greece Special Study

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September 2, 2015
Dirty Dozen Video

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September 1, 2015
Dirty Dozen Economic Tripwires

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August 26, 2015
Quick Clip: Thoughts on Recent Selloff

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June 29, 2015
Special Study - Opportunity In Greek Crisis

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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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