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Home > Financial Services > Mutual Funds > James Advantage
James Advantage
James has been managing investments since 1972, and became the advisor to the Common Trust Funds of Citizen Federal Bank, Dayton, Ohio. This fund was converted to a mutual fund advised by James Investment Research, Inc. and managed by Flagship Financial in 1991.
James has developed a quantitative model which uses a large number of statistical indicators to help choose stocks with a higher probability of rising in price over the coming months than that of the broader market. James has traditionally done most of its own research, and its location away from the disruptive, herd mentality of large financial centers is evidence of the independent thinking of its research analysts and portfolio managers.
The James Balanced: Golden Rainbow Fund seeks to provide total return. The fund invests primarily in common stocks and debt securities that the Adviser believes are undervalued. It will normally invest at least 25 percent of its assets in common stock and at least 25 percent of its assets in debt securities. Up to 60 percent of the Fund's common stock investments will normally be in small capitalization stocks. The Fund may invest up to 90 percent of its assets in either common stocks or debt securities. It will also attempt to provide total return in excess of the rate of inflation over the long term (3 to 5 years).
James Equity Fund seeks to provide long-term capital appreciation and outperform the Standard & Poor's 500 Index. The fund normally invests at least 65 percent of assets in common stocks of large capitalization companies ($2 billion or more). The fund generally buys stocks in the S&P 500 Index. This fund is non-diversified.
The James Market Neutral Fund seeks to provide positive returns regardless of the direction of the stock markets. The Fund invests in common stocks that the Adviser believes are undervalued and more likely to appreciate, and sells short common stocks that the Adviser believes are overvalued and more likely to depreciate. The fund maintains high levels of cash or liquid assets (U.S. Treasury bills, money market funds, repurchase agreements, certificates of deposit, high quality commercial paper and long equity positions) for collateral needs.
The Company has a strong tradition of leadership, service and contributions. The company’s mission is bringing comfort to customers, supporting business and commerce, and building strong communities.
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