Balanced Fund Ups Stock Allocation After Defensive Turn to Fixed Income
Barry James, CFA, CIC, is President, CEO 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. Profile Word count: 3,768
TWST: Can you give us an update on the Golden Rainbow Fund? Last year when we spoke, you had more allocation towards fixed income because the economy was hit by the