Disciplined, Repeatable Process
NOT A Closet, or Enhanced Index
Our Stock Selection Has Potential To Add Value
Our veteran team of professionals is committed to alleviating uncertainties and providing confidence in achieving your financial goals through independent research.
We are dedicated to respecting and supporting our team, clients and community. We believe this will provide the rewards of continued growth and shared profitability.GUIDING PRINCIPLES
The market is going through a transition says Barry James, President, CEO, and Portfolio Manager of James Investment. He discusses how there may be more optimism in the market than warranted, resulting in negative intermediate term indicators.READ MORE
We\'ve had this rotation from small value into large value, and the range of difference between the growth side and the value side is still extreme. This is just a normal part of it.READ MORE
Barry James says that most stocks are well above their long-term price trends, so a slowdown is not unexpected. In addition, the value oriented and overlooked cyclical stocks have taken charge.READ MORE
CNBC\'s Kelly Evans breaks down 2021 market trends with Barry James of James Investment Research and Terri Spath of Sierra Mutual Funds.READ MORE
A Long-Range Economic Look at the Year 2021
Every year-end since our founding, our team conducts an in-depth analysis of the U.S. economy and financial markets to develop an Annual Economic Outlook. This forecast serves as a blueprint for our investments throughout the year.
Over 1,000 videos, PDFs and tools from world-class experts in the industry.LEARN MORE