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February 13, 2016 1:32 PM ET

Capital Markets

Company Overview of Jefferson Research & Management

Company Overview

Jefferson Research & Management is an employee owned investment manager. The firm provides services to investment advisors, institutional clients, mutual funds, and pension plans. It also provides research services to its clients. The firm manages equity portfolios for its clients. It invests in the growth and value stocks of large-cap, mid-cap, small-cap, and micro-cap. The firm invests in large-cap companies with market capitalizations over $4 billion for its equity investments, it also makes investments in mid-cap companies with market capitalizations between $750 million and $4 billion, small-cap companies with market capitalizations between $100 million and $750 million, and micro-cap c...

200 South West Market Street

Suite 550

Portland, OR 97201

United States

Founded in 1989





Key Executives for Jefferson Research & Management

President, Founder and Chief Investment Officer
Manager of Quantitative Services
Senior Equity Analyst
Compensation as of Fiscal Year 2015.

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