General Investing >> Money Manager Interviews >> June 1, 2018

Adding Value Through a Balanced, Contrarian Investment Approach

Watson, Matthew
Matthew Watson, CFA, CPA, is a Portfolio Manager at James Investment Research, Inc. Mr. Watson graduated from Wright State University in 2007, where he earned a double Bachelor of Science in accounting and finance. He earned his Master of Accountancy in 2008. He is a Certified Public Accountant and has also earned the Chartered Financial Analyst designation. Mr. Watson has been with James Advantage Funds since 2007 and he is currently a member of the Investment Committee. Profile
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TWST: Can you tell us about the James Balanced: Golden Rainbow Fund in terms of how it operates today?

Mr. Watson: At James Investment Research, we are a boutique