Most equity markets are highly efficient

Contrary to the actively-managed nature of the Fixed Income strategies, JB Investment Management’s Equity portfolio approach is a passively-managed, index-based strategy. Our investment vehicle of choice is the Exchange Traded Fund, or ETF. Our philosophy:

A passive index-based approach to equity management provides the best opportunity for consistent equity returns.

JB Investment Management’s philosophy reflects our belief that because the majority of the equity markets are highly efficient, alpha (or, excess returns) is extremely difficult to achieve. Traditional active equity management has proven to be inconsistent in delivering standard market returns.

In our view, the favorable attributes of a passive, index-based approach mitigates performance uncertainty and provides more consistent returns over the long-term. As such, an index-based, passive strategy, one that seeks market beta (or, market return), can be an effective equity approach for most investors.



Phone: 262.439.2100
Fax: 262.439.2101

JB Investment
Management, LLC

13890 Bishops Drive,
Suite 350
Brookfield, WI 53005
United States of America