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

Rethinking How Portfolios Are Positioned in the Current Cycle

Shepardson, Brian
Brian Shepardson, CFA, CIC, has been with James Investment Research, Inc. since 1999, and he is First Vice President and Portfolio Manager, and serves as an investment committee member. In addition, Mr. Shepardson is the Secretary and Assistant Treasurer of the James Advantage Funds. Mr. Shepardson has many duties, including the analysis of equities, fixed income and mutual funds. He obtained his Bachelor of Business Administration in finance from the University of Cincinnati in 1996. Mr. Shepardson has earned the Chartered Financial Analyst designation and the Chartered Investment Counselor designation from the Investment Counsel Association of America. 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