More Equity Choices adds Value
In order to meet the growth and diversification needs of equity investors, James Investment Research offers a range of equity investment styles. We understand that clients have different needs and risk tolerances, and this is why we've created more investment choices. By utilizing these styles either independently or in a customized blend, we can help you reach your financial goals.
Why Micro-Cap Stocks?
It makes sense not only to diversify across asset classes by owning both stocks and bonds, but also to diversify within your stock portfolio by owning small companies as well as large ones. If you're looking for opportunities for higher returns on your investments, you might consider Micro-cap stocks for at least a portion of your portfolio. These small issues, which we traditionally define as companies having $50 million - $250 million in market capitalization - may have undiscovered value we can tap.
Of course, micro cap stocks are very volatile, greater levels of diversification helps reduce the overall volatility of a micro cap portfolio. Still, this style is suitable for aggressive investors with a high risk tolerance.
James Investment Research has built a successful record in managing micro-cap stock portfolios by following a disciplined value approach to investing. We use fundamental analysis as well as our vast computer resources, to search for the top small companies. Our proprietary model is a tremendous tool in our search for micro-cap stocks. Our model searches a database of over 8,000 stocks to identify those with the strongest combination of value, neglect and management confidence traits. We then select from the very best ranked stocks for of those that meet our micro-cap definition.
Conversely, stocks are sold from the portfolio if they substantially deteriorate in our ranking system, are no longer undervalued or grow above our micro-cap size definition.