Value is all that we do: At St. James, value isn't just a style of investing, it's the only way of investing. All of our portfolios employ the same value investment philosophy and process because we believe that it is the best way, over a long time period to, maximize profit potential while reducing risk. Our style of investing is not necessarily complex but does require conviction, discipline, and patience.

Individual Portfolio Management

Thank you for your interest in the St. James Investment Company.

Since 1999 we have served both individual and institutional investors via a patient and disciplined investment philosophy. Our absolute return approach to stock selection, coupled with our wealth preservation bias, has produced a seven year record of superior returns with significantly lower risk than comparable stock market indices.

The increasingly complex market environment is often times irrational, yet our fundamental investment analysis provides us an anchor in rough seas. We are not beholden to a benchmark or institutionally-defined style, preferring to survey the entire market for companies trading at discounts to their intrinsic value. In implementing this “all-cap” value strategy, investors look to St. James to preserve and grow assets at a reasonable and steady rate of return.

Please take the time to examine the enclosed material which discusses our Firm’s investment philosophy, people and performance. Additionally, the following link accesses our most recent market commentary: First Quarter 2008 Investment Adviser's Letter.

Thank you

- Please read our disclaimer -

- Business Continuity Plan Disclosure Statement -

Our Fee Structure is Simple: We charge an annual fee based on the assets we manage for you. There are no sales charges involved in investing with us and there are no penalties for withdrawing your capital. In short, our fee structure is simple and it ties our fortunes to reasonable performance over time.