JAMES INVESTMENT Overview
James Investment Research Inc is an investment advisor that manages 5.6 BN dollars in regulatory AUM and has 19 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 1BN in positions, representing 19% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 1BN in positions, representing 19% of the manager's regulatory AUM.
JAMES INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JAMES INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 3.58% | Tech | 1.94% | -0.09% | 0 | 43% | ||
| AAPL | 3.56% | Tech | -0.38% | -0.17% | 0 | 36% | ||
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FEATURED IN
JAMES INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Francis E. James | Chairman/Owner | December-1972 |
| Ann Shaw | Chief Operating Officer | April-2001 |
| Lesley D. Ott | Chief Compliance Officer | January-2012 |
| Barry R. James | President/Ceo | January-1995 |
JAMES INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
JAMES INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
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Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the present in an att...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
11
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the present in an att...
Unlock Full Investment Process Description
JAMES INVESTMENT Portfolio Concentration
JAMES INVESTMENT Location
1349 FAIRGROUND ROAD
XENIA, Ohio
UNITED STATES, 45385
XENIA, Ohio
UNITED STATES, 45385
JAMES INVESTMENT Contact Information
Phone Number: 937-426-7640
Fax Number: 937-426-7097
Website: http://www.jir-inc.com
Fax Number: 937-426-7097
Website: http://www.jir-inc.com
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