1972
Founding of James
Investment Research
Investment Research
1975
First Economic Outlook
1984
Start of commingled trusts at Citizens
Federal Savings and Loan, predecessor to
Golden Rainbow Fund
Federal Savings and Loan, predecessor to
Golden Rainbow Fund
1987
Bear market, stocks lose
40% in 40 days, James
shows positive returns
40% in 40 days, James
shows positive returns
1991
Launched James Balanced:
Golden Rainbow Fund
Golden Rainbow Fund
1992
James Capital Alliance Founded
1993
Move to New Building
1998
James Small Cap
Fund Launched
Fund Launched
2000-2002
James Excels During
Dot-Com Crash
Dot-Com Crash
2005
Barron’s – “Way Off Wall
Street” features James
Street” features James
2007
Barry James Becomes
President / CEO
President / CEO
2007
James Investment named
Dayton Business Journal's
Business of the Year
Dayton Business Journal's
Business of the Year
2010
Launch of James
Micro Cap Fund
Micro Cap Fund
2012
Book Released "7 Timeless
Principles of Investing"
Principles of Investing"
2015
James Aggressive
Allocation Fund Launched
Allocation Fund Launched
2019
New James Investment
Logo Unveiled
Logo Unveiled
2020
Release of the book: "The Courage
of a Contrary Course - A History of
James Investment Research,
Inc. and its Founding Family"
of a Contrary Course - A History of
James Investment Research,
Inc. and its Founding Family"
2022
James celebrates 50th anniversary