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The St. James Value Investor’s Quarterly Letter blends current market dynamics with historical lessons, tapping the wisdom of accomplished value managers, heralded industry officers and proven thought leaders. Our Quarterly Letter is not intended to be promotional…but hopefully insightful.
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People
We founded St. James in 1999, employing an absolute return mindset to long-only investing. We target what we consider high-quality businesses trading with a margin of safety, patiently awaiting optimal conditions prior to deploying trusted capital.