A Quarter Century of Performance
James Investment Research, Inc. has been successfully managing portfolios for over a quarter of a century. Our client base includes corporations, foundations, hospitals, financial institutions, our own mutual fund family as well as private investors. We are committed to an investment philosophy which focuses on a single objective: to grow our clients' assets while stressing the preservation of principal and the reduction of risk.

At James, clients' portfolios can be customized to meet your individual needs and objectives. In fact, we offer equity portfolios with different levels of risk tolerance, market capitalization targets and social responsibility restrictions.

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 the following investment choices. By utilizing these styles either independently or in a customized blend, we can help you reach your financial goals.

Big Companies, Big Potential
James clients have enjoyed strong returns with less market risk for a quarter century. They know first-hand the rewards a disciplined value approach can deliver. However, a well-diversified portfolio requires exposure to a combination of investment styles. No two sectors of the market perform exactly alike, thus it makes sense to spread your equity exposure across different investment styles.

Although many of our clients know us as a "value" manager of long standing, we have also done extensive research in the area of growth stocks. The James Large-cap Plus Style enables you to take advantage of this research. We invest in large companies, generally members of the S&P 500 Index. Using our proprietary stock ranking model, we seek the most attractive opportunities among large companies. Our strategy looks for the highest ranked stocks based on earnings growth, momentum and strength. Ideally, our management team finds companies whose earnings and stock price are not only growing, but growing at a successively faster pace than those of their peers.

Contrary to our strategic style of equity management which employs a top-down approach to investing, our portfolio managers use a bottom-up approach to select the stocks in our Large-cap Plus portfolios. This means that we first look for strong, growing companies to invest in, rather than allocating investments among the most promising sectors or industry groups. Stocks are sold from the portfolio if our proprietary ranking falls, reflecting a decline in the stock's price momentum, disappointing earnings or in some cases, as determined by our investment committee.

Because the investment objective of our Large-Cap Style is to outperform the S&P 500 Index, it is best suited for aggressive-growth oriented investors who can assume the higher volatility and potential loss of principal inherent in growth stock investing.