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 09/30/16. The fund's latest filing disclosed 316MM in positions, representing 75% of the manager's regulatory AUM.

STAIRWAY PARTNERS LLC StockAlpha

-6.2%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

STAIRWAY PARTNERS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EFA 26.13% ETF -3.15% -1.4% 0 13%
IEMG 16.34% ETF -5.61% -1.3% 0 4%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Get the Full Report

STAIRWAY PARTNERS LLC Portfolio Concentration

STAIRWAY PARTNERS LLC Location

209 SOUTH LASALLE STREET
SUITE 504
CHICAGO, Illinois
UNITED STATES, 60604

STAIRWAY PARTNERS LLC Contact Information

Phone Number: 630-371-2626
Fax Number: 630-371-2617
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B