When You Work With Us

Veteran Team

Disciplined Process

Not a closet or Enhanced Index

principled 

Stock  Selection

Independent

St. James Investment Advisors recognizes that each investor has unique financial goals. We offer Separately Managed Accounts with reasonable account minimums to Financial Advisors and their clients that are interested in a value oriented investment philosophy.

A High level of care

Equity and balanced portfolio management

Seminars, 1 on 1 office visits & conference calls

Individual, value-based portfolio management

Monthly and Quarterly portfolio reports

Membership to all of our market commentaries

St. James Differentiators

Absolute Return Mindset

Absolute return investors buy stocks that are out of favor because they are cheap. Relative return investors buy stocks that are popular, which means that they are already fully priced. Further, trying to keep pace with the market in all environments promotes poor decisions and increases the chances of making mistakes. As one cannot spend relative performance, absolute returns are the only returns that matter.

Independent Research

Stocks that are out of favor because they are cheap. Relative return investors buy stocks that are popular, which means that they are already fully priced. Further, trying to keep pace with the market in all environments promotes poor decisions and increases the chances of making mistakes. As one cannot spend relative performance, absolute returns are the only returns that matter.

Long-Term Orientation

Years of investing have taught us that investor perceptions of an equity security fluctuate much more widely than underlying fundamentals. As a result, we are habitually focused on the long-term and continually ask ourselves: “based on what we know today, how would we invest an all-cash portfolio if we could not trade for three to five years?” This exercise forces us to re-evaluate our portfolio holdings within an ever-changing market environment, and to reaffirm our rationale for long-term appreciation.

Strict Price Discipline

A low entry price for each security position is a key driver of future returns. First, a low stock price incorporates low investor expectations that often serve as a buffer against the risk of decline. Second, investing at a low valuation creates greater potential for capital appreciation.