General Investing >> Money Manager Interviews >> November 2, 2009
David W. James, CFA is Senior Vice President, Portfolio Manager, and an Investment Committee member for JIR. He is also one of the team leaders in our small capitalization funds. David's responsibilities include a variety of research projects and statistical analysis. He is part of the company's weekend team that evaluates over 100 different risk indicators that have been proprietarily developed and statistically validated. Further, he provides detailed research for the company's macro studies on the economy, stocks, bonds, and the international market. He has also helped develop JIR's computer model for discerning between bargain and expensive stocks. He is deeply involved with our daily radio program where we provide market and economic analysis on a wide spectrum of subjects. David started with James Investment Research, Inc. in 1981.
Dr. Frank James, Ph.D. is the Founder and Chairman of James Investment Research. Dr. James earned his Ph.D. from Rensselaer Polytechnic Institute in 1967. His dissertation, The Implications of Trend Persistency in Portfolio Management, provided a computer-based study of the price movements of every security listed on the New York Stock Exchange between 1926 and 1960. The results of his research in identifying securities with high probability of future appreciation continues to be used by the firm today. Dr. James was formerly in charge of the graduate management program, and a professor of Management and Statistics, at the Air Force Institute of Technology. His current responsibilities include overseeing the company's innovative investment management and research, and managing the firm's legal and financial matters. Dr. James maintains the firm's dedication to providing its employees with a productive work environment supported by state-of-art technology. Profile
TWST: Would you give us a brief overview of James Investment Research and your investment philosophy there?
Dr. Frank James: We are a firm that's been continuously in operation under the same
