GEM Analysis
What is GEM?
Global endowment management for long-term investors
Location
Charlotte, North Carolina, United States
Employees
51-200
Founded
2007
Product Features & Capabilities
- Customized OCIO portfolios
- Alternative investments
- Impact integration
- Private pacing methodology
Investment Focus
GEM Investments, also known as Global Endowment Management, primarily focuses on generating long-term, real returns for its clients, which include endowments, foundations, and long-term investors. Their investment strategy encompasses a diversified mix of asset classes, particularly emphasizing alternative investments such as private equity, venture capital, buyouts, and real estate. They aim to craft sophisticated portfolios that align with their clients' objectives and deliver access to niche investment opportunities. Additionally, GEM integrates impact investing into their strategy, evaluating investments for their potential social and environmental benefits.
Assets Under Management
$11.1 billion
Management Team
- Stephanie Lynch, CFA - Co-Founder and Managing Partner
- Jay Ripley - Partner, Head of the Investment Research Group, and Deputy Managing Partner
- Mike Smith, CFA - Partner and Co-Chief Investment Officer
- Lindsay Margeton - Investment Manager in the Investment Research Group
- Michael Page, CFA - Director of Investment Services
- Jen Wallin, CPA - Managing Director of Finance and Tax
- Matt Libel, CFA - Director in the Investment Research Group
Other Considerations
Manages $12B in assets under management as of July 1, 2025; Serves clients for an average of 8 years; Recognized for deep partnership and trust with clients; Partners with mission-driven nonprofits and perpetual investors; Published whitepaper on private pacing methodology
