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Rating:James Advantage Looks to Add New Fund Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, February 15, 2006

James Advantage Looks to Add New Fund

by: Erin Coe

James Advantage Funds is anticipating board approval as early as next week to add the firmís fifth fund, which most likely will be a midcap value fund.

The firm has not yet filed the fund with the SEC and the final decision on the launch is still in front of its board.

Jeff Battles, director of marketing for James Investment Research, Inc., which advises the Alpha, Ohio-based firm, said the fund was an outgrowth of the firmís research on the U.S. economy. It has developed a quantitative model that uses statistical indicators to identify stock with a higher probability of rising in price and also ranks publicly traded companies.

"Itís a way to generate index beating returns with less risk," Battles said. "Every day weíre looking to lower risk. Our goal is to preserve capital preservation in the downturns. We want our clients to sleep at night."

Founded in 1972, James Advantage currently offers four funds, with its most recent fund, James Equity Fund, added in November 1999.

Battles said the firm believes in funds that are "slow and steady."

"We believe the tortoise wins the race," he added. 

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