Turning Complexity into Opportunity.
JEM Capital Management is a private investment manager that takes concentrated positions in opportunistic and special situations using a skillset forged in distressed experiences.
About Us
Our mission is to deliver absolute net returns that outperform leading market benchmarks over time.
We achieve this by identifying mispriced opportunities with long-term compounding potential using a bottom-up fundamental approach. Our advantage comes from years of hands-on experience operating and advising distressed businesses—where we’ve seen firsthand that while there are countless paths to success, the ways to fail are finite and highly predictable. This insight has given us the intrinsic ability to identify and avoid them well ahead of time.
Our investment criteria are industry-agnostic and cross-capitalization, enabling our strategy to scale in any market environment.
Our Strategy
How We’re Different
JEM
Capital
Strategic
Objective
Long-term, absolute performance
Target
Portfolio
Concentrated, low turnover, low taxes
Investing
Edge
Operational insight and expertise
Financial
Incentive
Asymmetrically in favor of our investors
2% management fee,
20% performance fee
Trend-following, speculation-based
Index-like, high turnover, high taxes
Short-term, monthly profits above all else
Other
Hedge Funds
Investment Philosophy
No Management Fee
Our incentives are aligned with our investors.
No Leverage
We’re not in a hurry to generate returns.
High-Quality
We avoid short-term trends and speculation.
Undervalued
Purchase price matters.
Opportunistic
Off the beaten path and overlooked.
Special Situations
Complex and nuanced.
Team
Jon Matla
Managing Partner
Jon is the founder and portfolio manager of JEM Capital Management. Since founding JEM in 2024, he has compounded the firm’s capital at a rate exceeding all measurable benchmarks.
Prior to JEM, Jon worked at Guggenheim Partners and EY-Parthenon in their restructuring and liability management groups. There, Jon advised large corporations, hedge funds, private equity firms, and middle-market businesses on high-stakes, complex investment decisions and restructuring situations ranging from $100 million—$5 billion. Jon has supported companies through periods of uncertainty via operational improvements, distressed financing, liability management negotiations, asset sales, and chapter 11 reorganization.
Jon earned a B.S. in Industrial Engineering, an M.S. in Quantitative Finance, and an MBA, all from Rensselaer Polytechnic Institute.
LinkedIn: linkedin.com/in/jon-matla/