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MFWire: James Advantage Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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James Investment Research Inc.
1349 Playground Road
Xenia, OH  45385
Google Maps

Contact
Main Phone: 888-426-7640
Web Site: http://www.jir-inc.com/

Mutual Fund Brand(s)
James Advantage Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    James Advantage Funds are advised by James Investment Research, an independent money management firm that has been serving clients for more than 35 years.

    Its total AUM as of March 31, 2017 is $6.5 billion.
    Sponsored Opportunities



    Key People:
    Tom Mangan
    Senior Vice President, Portfolio Manager, James Investment Research
    Barry James
    Chief Executive Officer and President, James Investment Research, Inc.
    Ann Shaw
    Chief Operating Officer, James Investment Research, Inc.
    Frank James
    Chairman, Founder, James Investment Research
    David James
    Senior Vice President, Portfolio Manager, James Investment Research
    R. Culpepper
    First Vice President, Portfolio Manager, James Investment Research
    Brian Shepardson
    Portfolio Manager, James Capital Alliance
    Story Archive for James Investment Research Inc.
    Published On Story Headline Publication
    1/21/2020 Kraus and Co Led Last Year MFWire.com
    5/15/2019 M* Dominates This Pack MFWire.com
    3/14/2019 Small Fund Firms' Flows Fall 50 Percent MFWire.com
    2/26/2019 Three Months, $1.311B MFWire.com
    1/23/2019 Last Month, Small Fund Firms' Outflows Sextupled MFWire.com
    12/19/2018 In November, a PE Titan Took the Lead MFWire.com
    11/21/2018 A Retirement Plan's Bespoke Funds Won October MFWire.com
    10/12/2018 A British EM Specialist Leads MFWire.com
    9/18/2018 A Chi-Town Value Shop Retakes the Lead MFWire.com
    7/9/2018 A Value Equity Shop Leads This Pack MFWire.com
    6/1/2018 A Liquid Alts Shop Roared In April MFWire.com
    3/29/2018 Two Niche ETF Shops Lead the Small Firm Pack MFWire.com
    2/28/2018 Clark Navigates Big Fund Flows MFWire.com
    7/5/2017 GlobalX, Angel Oak, and IndexIQ Climb the Ranks! MFWire.com
    1/31/2013 Rahm Emmanuel Calls On Fundsters to Abandon Guns MFWire.com
    3/3/2011 James Plans to Shutter its Market Neutral Fund MFWire.com
    5/26/2010 James Drops a Large Cap Fund MFWire.com
    5/18/2010 James Swaps Out JPMorgan for a Rival Vendor MFWire.com
    3/11/2010 Investors Foolish to Flee Stock Funds, Journal Says MFWire.com
    9/16/2009 James Investment Research Plugs In To Both Sides of Morgan Stanley Smith Barney MFWire.com
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    1. MFDF Director Discussion Series - Open Forum via Zoom (Midwest), March 10
    2. FinReg Outlook 2021, March 10
    3. Irish Funds North American Digital Seminar, March 11
    4. MFDF webinar - Municipal and Taxable Fixed Income — A Multi-Speed Recovery, March 12
    5. 2021 Virtual Mutual Funds and Investment Management Conference, Mar 15-19
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    9. MFDF Director Discussion Series - Open Forum via Zoom, March 24
    10. ETFGI Global ETFs Insights Summit - ESG & Active ETF Trends, Mar 24-25
    11. MFDF webinar - Asset Management M&A for Fund Directors — Recent Trends and Governance Issues, March 31
    12. MFDF Director Discussion Series - Open Forum via Zoom, April 7
    13. MFDF In Focus: Board Oversight of Sub-advisers, April 15
    14. ETF.com Awards 2020, April 20
    15. The 31st Sub-Advised Funds Forum, Apr 20-21
    16. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
    17. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
    18. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
    19. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
    20. ICI 2021 General Membership Meeting - Day 1, May 6
    21. ICI 2021 General Membership Meeting - Day 2, May 13
    22. 2021 FINRA Annual Conference, May 18-20
    23. MFDF Director Discussion Series - Open Forum via Zoom, May 19
    24. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
    25. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
    26. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20




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