James Advantage Funds(3)

Small Cap Bargains

James Small Cap Fund

US> Small-Cap > Growth

Aug 23, 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 looks for smaller companies whose sustainable business model is not reflected in the stock price.

Preserve and Prosper

James Balanced Golden Rainbow Fund

US> MLPs >

Dec 10, 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, and biannual revalidation make Dr James confident in the Fund’s ability to provide total return and preserve capital at the same time.

Allocation, Selection, and Caution

James Balanced: Golden Rainbow Fund

US> Mid-Cap > Growth

Mar 15, 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 with the least amount of risk.