STAIRWAY PARTNERS LLC Overview
Stairway Partners Llc is an investment advisor that manages 422.2 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 12/31/20. The fund's latest filing disclosed 660MM in positions, representing 156% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 12/31/20. The fund's latest filing disclosed 660MM in positions, representing 156% of the manager's regulatory AUM.
STAIRWAY PARTNERS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STAIRWAY PARTNERS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EFA | 27.57% | ETF | 1.63% | 0.26% | 0 | 10% | ||
| IEMG | 13.34% | ETF | 3.55% | 0.38% | 0 | 9% | ||
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FEATURED IN
STAIRWAY PARTNERS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kevin Terhaar | Member | June-2004 |
| Jeffrey J. Diermeier | Member | June-2004 |
| Paul R. Raidl | Member | September-2004 |
| James C. Jackson | Manager/Member | August-2009 |
| Patricia L. Hyman | Chief Compliance Officer/Member | July-2009 |
| Stewart J. Rallis | Manager/Member | April-2013 |
| Robert J. Dillon | Manager/Member | July-2014 |
STAIRWAY PARTNERS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STAIRWAY PARTNERS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our Methods of Analysis
Stairway's methods of analysis include using our own proprietary valuation framework to build expected risks and returns for each asset class over relevant time horizons. Return is a function of expected fundamental cash flows discounted for the risk inherent in each asset class. Our risk model incorporates expected volatility and correlation, and quantifies risk on both a relative (to client's benchmark as stated in their investment policy) and absolute basis for each client
portfolio.
Stairway provides performance attribution on actual returns for each client portfolio. This analysis is useful in understanding which exposures and investment decisions added to or detracted from value. Accountability is a key driver of Stairway’s process.
Our Investment Strategies
Stairway is characteristically a long-term investor for our clients. We believe that keepi...
Unlock Full Investment Process Description
Our Methods of Analysis
Stairway's methods of analysis include using our own proprietary valuation framework to build expected risks and returns for each asset class over relevant time horizons. Return is a function of expected fundamental cash flows discounted for the risk inherent in each asset class. Our risk model incorporates expected volatility and correlation, and quantifies risk on both a relative (to client's benchmark as stated in their investment policy) and absolute basis for each client
portfolio.
Stairway provides performance attribution on actual returns for each client portfolio. This analysis is useful in understanding which exposures and investment decisions added to or detracted from value. Accountability is a key driver of Stairway’s process.
Our Investment Strategies
Stairway is characteristically a long-term investor for our clients. We believe that keepi...
Unlock Full Investment Process Description
STAIRWAY PARTNERS LLC Portfolio Concentration
STAIRWAY PARTNERS LLC Location
209 SOUTH LASALLE STREET
SUITE 504
CHICAGO, Illinois
UNITED STATES, 60604
SUITE 504
CHICAGO, Illinois
UNITED STATES, 60604
STAIRWAY PARTNERS LLC Contact Information
Phone Number: 630-371-2626
Fax Number: 630-371-2617
Website: http://www.stairwaypartnersllc.com
Fax Number: 630-371-2617
Website: http://www.stairwaypartnersllc.com
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