About Us
Our Mission
GEM implements a deep analytical framework for any investment thesis. We are not constrained by growth stages and look to invest based on the difference in a stock’s price relative to its intrinsic value. Due to this goal, we follow a rigorous system for investing in companies. This process includes industry analysis, multiple screening, company due diligence, portfolio construction, and continuous updates on our investments.
Through these goals, we aim to attain risk-adjusted returns above our S&P 500 benchmark over a full market cycle.
Our Values
GEM strives to achieve greatness through education. We want to narrow the financial education gap between schools and allow those intellectually curious to stand out. Because of this, we strive for integrity in our work. As students grow, they will maintain a fiduciary duty to GEM and become mentors themselves. We aim to invest in every member’s future by building friendships and a financially literate community.
Through these goals, we aim to better each member’s prospects in the financial services industry as leaders.
Leadership
CEO
Portfolio Managers
Chapter Presidents
Portfolio Team
The Portfolio Team analyzes companies in order to achieve risk-adjusted returns above our benchmark.
We are excited to announce we have launched the Founders Initiative and Portfolio Team applications. We aim to have portfolio team members across the nation to educate as many curious individuals as possible.
