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MFWire: James Advantage Funds
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James Investment Research Inc.
1349 Playground Road
Xenia, OH  45385
Google Maps

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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