General Investing >> Money Manager Interviews >> August 31, 2022
Balanced Fund Mantra: Decent Return, Less Risk
Brian Shepardson, CFA, CIC, is First Vice President and Portfolio Manager for James Investment Research, Inc. and Secretary and Assistant Treasurer at James Advantage Funds. He is also an Investment Committee member. He has over 20 years of experience. He received a B.B.A. degree from the University of Cincinnati. Profile
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TWST: Could you tell me about James Investment Research?
Mr. Shepardson: Certainly. The firm is celebrating our 50th anniversary this year.