Investment ​Philosophy



JEI Investment Management operates under the belief that the best way to produce long-term capital appreciation is by investing in companies that produce exceptional free cash flow growth at a reasonable price (FCF GARP). 


​We work diligently to identify such companies, with the understanding that sustainable free cash flow growth is indicative of sustainable overall growth, and that the common stock of growing companies trading at cheap valuations tend to appreciate over time. 


​Our belief in the power of free cash flow stems from the fact that it provides an accurate assessment of sustainable business levels, is relatively difficult to manipulate, and is often a prelude to dividend growth.​ Thus, we provide a unique, reproducible model for identifying the common stock of attractive companies based on all three of the traditional investment styles (Value, Growth and Income), 


For more on our Philosophy, beginning at a fundamental level, please click our "Answering the Big Questions" document button below.