A Track Record of Performance
James has been successfully managing client portfolios since 1975. The client base includes corporations, foundations, hospitals, financial institutions, and private investors.
ABOUT JAMES
Why Invest with James?
Disciplined, Repeatable Process
NOT A Closet, or Enhanced Index
Our Stock Selection Has Potential To Add Value
Veteran
Team
Truly
Independent
Our Mission
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 PRINCIPLESInsights
Media Coverage
Barry James discusses current market transitions.
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.
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Media Coverage
Barry James discusses value vs growth
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.
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Media Coverage
Barry James Talks Cyclical Rotation Trends To Monitor
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.
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Media Coverage
Changes in Washington may spur a market pullback
CNBC\'s Kelly Evans breaks down 2021 market trends with Barry James of James Investment Research and Terri Spath of Sierra Mutual Funds.
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Market Views
2021 Economic Outlook
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.
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