High value, growth stock opportunities traded publicly.
High return, low fee funds in a variety of markets and geographies.
Unique properties to brick and motor business locations.
Start ups with market differentiating technology.
BEI Investments is a private investment group targeting marketable (stock, bonds, etc.) and non-marketable (angel investing, capital raises, equity stakes, etc.) investment opportunities.
We look for long term value holds on marketable securities and 1-5 year horizons on non-marketable opportunities.
While we don’t manage outside funds, our leadership team does frequently publish about our marketable security investment strategies and always welcome inquiries about non-marketable opportunities.
Long term holdings with companies who have historically led with service or technology. We avoid price leaders in a segment as market disruption will always provide opportunity for another low cost provider.
Low cost and high minimum funds attract our attention. We specifically target funds in the medical and technology sectors or those focused in geographies where the fund’s expertise is beyond our current reach.
Residual income from commercial and residential properties is our key strategy here. Targeting areas with high occupancy rates, rising property values and indicators of business and residential growth help us narrow our vision when it comes to real estate acquisition.
Boomers are aging. Technology is advancing faster than it ever has before and will only advance faster in the coming years. We look for start up opportunities with proven management offering a unique product to an under-served market.
Market fluctuation and freeing up capital for opportunities can temporarily change our portfolio make up, but typically we look for a balance.