1972

Founding of James
Investment Research

1975

First Economic Outlook

1984

Start of commingled trusts at Citizens
Federal Savings and Loan, predecessor to
Golden Rainbow Fund

1987

Bear market, stocks lose
40% in 40 days, James
shows positive returns

1991

Launched James Balanced:
Golden Rainbow Fund

1992

James Capital Alliance Founded

1993

Move to New Building

1998

James Small Cap
Fund Launched

2000-2002

James Excels During
Dot-Com Crash

2005

Barron’s – “Way Off Wall
Street” features James

2007

Barry James Becomes
President / CEO

2007

James Investment named
Dayton Business Journal's
Business of the Year

2010

Launch of James
Micro Cap Fund

2012

Book Released "7 Timeless
Principles of Investing"

2015

James Aggressive
Allocation Fund Launched

2019

New James Investment
Logo Unveiled

2020

Release of the book: "The Courage
of a Contrary Course - A History of
James Investment Research,
Inc. and its Founding Family"