About Us
JEI Investment Management is an independent, founder-led investment firm focused on delivering superior long-term returns through disciplined equity investing and thoughtful portfolio construction. We manage concentrated, selective portfolios built from fundamental research, with an emphasis on free cash flow generation, reasonable valuation, and business durability.
Our investment approach is intentionally differentiated from benchmark-driven strategies. We seek to maximize exposure to our highest-conviction ideas while maintaining portfolio sustainability through diversification, strong risk controls, and the avoidance of leverage, margin, and illiquid securities. This structure allows us to remain patient, long-term oriented, and aligned with our investors across full market cycles.
Trust, transparency, and alignment of interests form the foundation of our firm. We adhere to industry best practices, maintain rigorous compliance and risk management standards, and invest our own capital alongside clients to ensure meaningful skin-in-the-game. JEI serves accredited and qualified investors who value a principled, long-term approach to compounding capital.
Our investment approach is intentionally differentiated from benchmark-driven strategies. We seek to maximize exposure to our highest-conviction ideas while maintaining portfolio sustainability through diversification, strong risk controls, and the avoidance of leverage, margin, and illiquid securities. This structure allows us to remain patient, long-term oriented, and aligned with our investors across full market cycles.
Trust, transparency, and alignment of interests form the foundation of our firm. We adhere to industry best practices, maintain rigorous compliance and risk management standards, and invest our own capital alongside clients to ensure meaningful skin-in-the-game. JEI serves accredited and qualified investors who value a principled, long-term approach to compounding capital.
Our Values
JEI seeks to cultivate long term partnerships with our investors through alignment, collaboration, and investment rigor. Our mission statement drives our Firm’s culture:
Learning
Approach our work with curiosity, humility, and diligence
Insight
Complexity is an opportunity
Judgment
Alignment of objectives and incentives guides decision-making
Collaboration
Deliver value through partnership, teamwork, and
creativity
Engagement
Provide leadership and support to our team and our community
Honesty
We believe honest investing builds lasting trust — clear thinking, transparent decisions, and no hidden agendas.
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Discipline
Discipline defines our process rigorous analysis, selective portfolios, and decisions guided by fundamentals, not headlines.
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