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.
Latest 13F Filing Activity
James Investment Research Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 333 equity positions with a total 13F market value of $841M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Ishares TR among other positions. James Investment Research Inc. reduced exposure to Unitedhealth Group Inc., Apple Inc., Avery Dennison Corp. among others.
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 |