Jonathan Lewis

Jonathan Lewis is a seasoned portfolio manager currently serving at Eldred Rock Partners, LLC, where he has been a managing member and portfolio manager since January 2022. He also holds the position of portfolio manager at Avalon Advisors, LLC, contributing his extensive experience in investment strategies.

Professional Background

• Eldred Rock Partners, LLC: Jonathan co-founded the firm and manages the International Value strategy while also analyzing the U.S. Value strategy.
• Avalon Advisors, LLC: Before his current role, he was the portfolio manager for the International Value Strategy at Avalon Advisors.
• Matterhorn Capital Management: He worked as an equity analyst for all value strategies prior to his tenure at Avalon.

Education and Military Service

Jonathan Lewis is a veteran of the United States Air Force, which adds to his diverse background in finance and investment management.

Skills and Expertise

He specializes in understanding how companies create and enhance shareholder value, leveraging this knowledge to guide investment decisions effectively.

Jonathan's career reflects a strong commitment to value investing and a deep understanding of market dynamics, making him a valuable asset in the field of asset management.