STEPHENS INC Overview

Stephens Inc is an investment advisor that manages 6.8 BN dollars in regulatory AUM and has 627 employees, of which 243 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 34% of the manager's regulatory AUM.

STEPHENS INC StockAlpha

-1.9%
Top 25%
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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

STEPHENS INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWS 5.35% ETF 7.58% 0.15% 2 4%
IWD 4.13% ETF 7.7% 0.12% 0 7%
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STEPHENS INC Founders and Key Employees

Name Title In Position Since
Warren Amerine Stephens President/Ceo/Director June-1985
David Arceneaux Knight Executive Vice President/General Counsel May-1988
Phillip Allen Shellabarger Senior Vice President And Chief Compliance Officer - Broker Dealer March-1985
Curtis Franklin Jr Bradbury Sr Exec Vp, Chief Operating Officer, Director April-1995
Mark Christopher Doramus Senior Executive Vice President/Cfo/Secretary/Treasures January-2006
Zoe Ann Hines Executive Vp, Assistant Cfo & Controller, Designated Nyse Chief Operations Officer January-2005
David Cannon Prince Senior Vice President/Associate General Counsel, Chief Compliance Officer Of Investment Advisor October-2014

STEPHENS INC Brokers, Custodians, Auditors and Administrators

Type Company

STEPHENS INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
SCM currently offers discretionary portfolios of equity, fixed income and alternative asset classes and provides asset allocation advice to clients. As an operating division of Stephens, SCM has a unique perspective on investing that enables SCM to spot opportunities that others miss and avoid the pitfalls of narrow, short-term thinking.
Independence also affords us the flexibility to adapt our strategies to a changing financial
environment while maintaining a focus on long-term growth and capital appreciation.

SCM's Investment Advisor Representatives take into account both our clients' unique situations and the changing financial markets in developing investment strategies tailored to meet our clients' financial goals.

We utilize street and independent sources for our research, but it is not the sole basis of our investment decision making process. Other sources of information we uti...
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STEPHENS INC Portfolio Concentration

STEPHENS INC Location

111 CENTER ST
LITTLE ROCK, Arkansas
UNITED STATES, 72201

STEPHENS INC Contact Information

Phone Number: 501-377-2000
Fax Number: 501-377-2495
Website:

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