Latest Q&A Based Profiles ( 3 Interview )


Allocation, Selection, and Caution

Mid-Cap > Growth

James Balanced: Golden Rainbow Fund

AMCGX

Mar 3, 2017

Long-term investors are unlikely to forget how much one makes is important, but what one keeps matters more. Barry R. James, portfolio manager of the James Balanced: Golden Rainbow Fund, utilizes proprietary research while allocating capital between stocks and bonds in search of securities with the potential to generate returns

Small Cap Bargains

Small-Cap > Growth

James Small Cap Fund

FCCGX

Aug 8, 2011

Investors in the small cap segment face the same major challenge – the marketplace spans myriads of stocks that are generally underfollowed by brokers and analysts. This lack of coverage creates further inefficiencies due to weak liquidity. With the help of its screening and evaluation system, James Small Cap Fund

Preserve and Prosper

MLPs > NA

James Balanced Golden Rainbow Fund

EIPFX

Dec 12, 2008

Bargain-hunting is one key element for The James Balanced: Golden Rainbow Fund, but is far from being the only one. In addition to looking for out-of-favor stocks, portfolio manager Dr James may switch to bonds to capture the opportunities provided by the direction of interest rates. Long-term experience, in-house research,