CINCINNATI, June 25 /PRNewswire/ -- Touchstone Investments announced
today that James Investment Research, Inc. ("JIR") has been named an
additional sub- advisor for the Touchstone Small Cap Value Opportunities
Fund (the "Fund"). The change is effective today.
JIR joins Turner Investment Partners, Inc. and Diamond Hill Capital
Management, Inc. as sub-advisors. The Fund primarily invests in common
stock of companies with small market capitalizations that the sub-advisors
believe have the potential for growth and appear to be trading below their
perceived value. The Fund has a five-star rating from Morningstar.
"We believe our decision to add James Investment Research as a Fund
sub- advisor reflects our commitment of providing excellence in investment
management to our shareholders," said James H. Grifo, president of
Touchstone Investments. "JIR is a highly regarded institutional investment
management firm with a proven track record, which characterizes
Touchstone's philosophy. We believe we have a winning combination with
these three veteran management teams."
The portion of the fund managed by JIR will be managed by its
seven-member investment committee. Frank James, Ph.D., team leader of the
investment committee, is joined by Barry R. James, CFA, CIC; David W.
James, CFA; Ann M. Shaw, CFP; Thomas Mangan, MBA; R. Brian Culpepper, MBA;
and Brian Shepardson, CFA, CIC.
"We are pleased to partner with Touchstone as sub-advisor to its Small
Cap Value Opportunities Fund. We will utilize the same investment
philosophy as we do in all of our strategies employing our proprietary
research and statistical expertise," said James. "We are eager to see the
synergies generated though an established mutual fund distributor like
An investor should carefully consider the investment objectives, risks,
charges and expenses found in the prospectus. For a prospectus containing
complete information about a Fund, contact your financial professional,
call Touchstone at 1.800.638.8194 or visit our website at
http://www.touchstoneinvestments.com. Please read the prospectus carefully
before investing or sending money.
About Touchstone Investments(R)
With more than $8.3 billion in assets under management, Touchstone
provides a variety of mutual fund solutions across the investment spectrum.
The company is adept at identifying investment professional needs,
designing innovative products and delivering a selection of proven money
managers who act in a sub-advisory capacity. Touchstone offers a
disciplined approach with proven results focused on consistent performance.
The Touchstone Funds are distributed nationally through broker-dealers,
financial planners, registered investment advisors, consultants, private
banks, and institutions by Touchstone Securities, Inc.(1) and advised by
Touchstone Advisors, Inc.(2) Touchstone, Touchstone Funds and Touchstone
Investments are federal service mark registrations and applications owned
by IFS Financial Services, Inc. Touchstone Securities, Inc., Touchstone
Advisors, Inc., and IFS Financial Services are members of Western &
Southern Financial Group(R), whose heritage dates back to 1888 and whose
assets owned, managed and under care now exceed $47 billion. For more
information, please visit http://www.touchstoneinvestments.com.
(1) A registered broker-dealer and member NASD/SIPC
(2) A registered investment advisor
About James Investment Research
James Investment Research, with $2 billion in assets under management,
has been serving both retail and institutional investors from its campus in
Alpha, Ohio (a suburb of Dayton) since 1972. The firm is known for doing
all of its own innovative research and the success of its long-term
conservative investment discipline. Although located far away from Wall
Street, James is no stranger to the financial world with recognition in
such publications as The Wall Street Journal, The New York Times, Barron's,
Forbes, Business Week and Smart Money. Barry James, the firm's CEO, is a
regular guest on Bloomberg TV and CNBC. The James Advantage Funds are
distributed by IFS Fund Distributors, Cincinnati, OH. For more information,
please visit http://www.jir-inc.com, and http://www.jamesfunds.com.
SOURCE Touchstone Investments