ABOUT US
Exeter Investment Management builds equity portfolios for individuals, families, and charitable organizations. We are a state registered investment advisor in California, serving our clients through separate accounts. Our goal is to generate equity-like returns or better with significantly reduced risk. Our investment philosophy is ultra long-term, risk averse, and tax conscious.
OUR STRATEGIES
We offer clients two equity-focused strategies: Active Long-Short Equity and ETF Allocation. In taxable accounts, we may also customize the ETF allocation strategy to work with existing low-cost-basis positions and maximize tax efficiency.
In our active strategy, we seek opportunities in a wide range of developed countries and market cap sizes but emphasize smaller companies where the market is more likely to be inefficient.
OUR FOUNDER
Jake Saroyan founded Exeter Investment Management in 2025. He began his career as a Compliance Analyst at PIMCO in 2011. In 2013 he joined Whittier Trust Company as an Investment Analyst covering Basic Materials for the firm's core equity strategy, as well as managing mixed-sector fixed income portfolios.
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In 2017, he joined Medina Value Partners, a small-cap focused hedge fund based in Los Angeles where he spent the majority of his career as a generalist Equity Research Analyst.
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Jake earned the Charted Financial Analyst designation in 2015 and has a bachelor's degree in Business Administration from the University of Southern California. He is an Investor in Residence with the Benjamin Graham Value Investing Program at UCLA, where he has guided undergraduates though a practical equity research project every year since 2020.