Why Invest With James? 
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 Disciplined Repeatable Process
 Not a Closet, or Enhanced Index
 Our Stock Selection Adds Value
 A Veteran Team
 Truly Independent

Investment Process - Equity Buy Guidelines
Research |  Quantitative Inputs |  Equity Buy Guidelines |  Equity Sell Guidelines

Appropriate Size

  • Small/Mid/Large
  • Typically $250M And Above

Sector Selection

  • Top Down Economic Analysis
  • Bottom Up Model Sector Ranks
  • Optimized Historical Sector Weights

Individual Stock Analysis

  • Income Statement
  • Balance Sheet
  • Fundamentals
  • Earnings
  • Price Chart
  • Major Developments
  • Insider Ownership
  • Shares Available
  • Trading Volume
  • Strong Ranking/Strength Based On JIR Analysis

Investment Committee Approval

  • Presentation
  • Voting
  • Most Junior Member Votes First
  • Majority Vote

Portfolio Team Purchase

  • Liquidity Review When Purchasing Small Cap
  • Monitor Chart Pattern


  • Humans Add Value To Process
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