James Investment Research Inc.
James Investment Research Inc is an independent asset management and investment advisory firm headquartered in Alpha, Ohio. Founded in 1972, the firm specializes in providing investment management services for individuals, institutions, and financial intermediaries. With a long history in the investment industry, James Investment Research offers a range of equity, fixed income, and balanced strategies and typically employs a quantitative and value-oriented approach. The firm typically serves high-net-worth individuals, institutions, mutual funds, pension funds, and endowments.
Investment Strategy
James Investment Research Inc employs a disciplined, quantitative-driven investment process rooted in value principles. The firm prioritizes risk management and diversified portfolios, combining fundamental and technical analysis to select securities. Their strategies focus on long-term capital appreciation for equities, preservation of capital for fixed income, and balanced asset allocation products. The firm's flexible approach allows for customization to meet specific client objectives, often emphasizing undervalued securities while employing proprietary research tools.
Top Holdings
Equity Positions (333)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.44% | $37.4M | 75,123 | $146.26 | $497.41 | +$8.7M |
N NVDA | NVIDIA CORPORATION | 4.24% | $35.6M | 225,631 | $16.06 | $157.99 | +$9.5M |
A AAPL | APPLE INC | 3.13% | $26.3M | 128,220 | $54.04 | $205.17 | -$2.7M |
I IAU | ISHARES GOLD TR | 2.65% | $22.3M | 357,680 | $36.37 | $62.36 | +$1.1M |
G GOOGL | ALPHABET INC | 2.63% | $22.2M | 125,719 | $72.93 | $176.23 | +$1.4M |