Value-Oriented Specialists

We are Trustworthy

About Us

Joe Ireland is the Founder and CEO of JEI Investment Management LLC. An avid investor, Mr. Ireland bought his first stock, Starbucks, at age fifteen. Before founding JEI Investment Management, Mr. Ireland worked at RBC Capital Markets, where he wrote a daily investment letter and serviced institutional investors in Los Angeles. Over the years, Mr. Ireland has developed a disciplined framework for investing in stocks that trade at a discount to their fundamental value, based on a methodology he calls free cash flow growth at a reasonable price (FCF GARP). Mr. Ireland is applying this approach in managing funds on behalf of JEI Investment Management, including the JEI Legacy Fund LP which launched on May 1st 2018 and the JEI Opportunity Fund LP which launched on January 1st 2024. Mr. Ireland received a B.S. in Business Administration and a B.A. in Philosophy from the University of Southern California, and is a CFA Charterholder.

Our Approach

JEI Investment Management manages selective, actively managed equity portfolios focused on fundamentally undervalued companies. Our process emphasizes free cash flow growth at a reasonable price and long-term ownership of high-quality businesses.

Alignment & Discipline

We invest alongside our partners, maintain strict ethical and compliance standards, and avoid leverage and speculative practices. Our goal is to protect capital while pursuing superior long-term outcomes.

Transparency

Investors may access fund documents, periodic reports, account information, and important notices through this portal. We strive to communicate clearly and consistently across full market cycles.

Long-Term Partnership

Our philosophy is designed for investors who value patience, independent thinking, and disciplined long-term investing.

Focus on Ethical Conduct

CFA Asset Manager Code of Conduct

Act in a professional and ethical manner at all times. Act for the benefit of clients. Act with independence and objectivity. Act with skill, competence, and diligence. Communicate with clients in a timely and accurate manner. Uphold the applicable rules governing capital markets

Diligent Compliance

JEI Investment Management Compliance Manual

Legal and Regulatory Requirements of JEI Legal and Regulatory Requirements of Funds CFA Asset Manager Code of Conduct Better Business Bureau Accreditation Standards Risk Management Policies

Aligned Interests

Quality Services

Skin in the Game: Joe Ireland is a major investor in both of our funds. Prudent Compensation: Long-term oriented AUM-based fees only. High Quality Service Providers: Ensure smooth experience for all.