General Investing >> Money Manager Interviews >> April 5, 2019

Rethinking How Portfolios Are Positioned in the Current Cycle

Shepardson, Brian
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 a little bit about James Investment Research?

Mr. Shepardson: Certainly, we are an investment management firm based in