General Investing >> Money Manager Interviews >> June 17, 2016

Using a Balanced Fund to Provide Returns and Preserve Capital

James, Barry R.
Barry R. James, CFA, CIC, is President and Portfolio Manager with James Investment Research, Inc., and President of the James Advantage Funds. Mr. James received his undergraduate degree from The United States Air Force Academy and his master’s degree from Boston University. He joined James Investment Research in its beginning years before a tour of duty as an officer with the United States Air Force. He returned to the company in 1986. Mr. James currently oversees the management of James Investment Research and is a senior member of the investment committee. Mr. James was chosen as the Dayton Business Leader of the Year in 2007 by the Dayton Business Journal. Profile
TWST: Could you provide us an update on the balanced fund called the Golden Rainbow?

Mr. James: The Golden Rainbow has twin objectives, and those are to provide