STEPHENS INVESTMENT Overview
Stephens Investment Management Group Llc is an investment advisor that manages 3.4 BN dollars in regulatory AUM and has 15 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 12/31/22. The fund's latest filing disclosed 6BN in positions, representing 161% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 12/31/22. The fund's latest filing disclosed 6BN in positions, representing 161% of the manager's regulatory AUM.
STEPHENS INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STEPHENS INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ACHC | 2.24% | Health | -13.89% | -0.18% | 5 | 5% | ||
| FCFS | 1.85% | Financials | 6.11% | 0.26% | 11 | 1% | ||
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FEATURED IN
STEPHENS INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joseph W. Simpson | President And Chief Executive Officer, Manager | July-2005 |
| Ryan E. Crane | Chief Investment Officer, Manager, Member, Class B | July-2005 |
| Michael W. Nolte | Chief Operating Officer, Senior Vice President, Manager | September-2006 |
| David C. Prince | Chief Compliance Officer, General Counsel | September-2006 |
STEPHENS INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STEPHENS INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We manage the following investment strategies:
Small Cap Growth Strategy
Mid Cap Growth Strategy
Small and Mid Cap Core Growth Strategy
Small and Mid Cap Select Growth Strategy
Leaders and Innovators Strategy
The American Beacon Small Cap Growth Fund we sub-advise utilizes the same investment model as our Small Cap Growth Strategy, the American Beacon Mid-Cap Growth Fund we sub-advise uses the same investment model as our Mid Cap Growth Strategy and the assets in the Vanguard Explorer™ Fund advise utilizes the same investment model as our Small and Mid Cap Select Growth Strategy.
Our investment strategies are premised on our belief that earnings growth drives stock performance. We believe that the small-cap and mid-cap markets are relatively inefficient due in part to less available information about many of the issuer compa...
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We manage the following investment strategies:
Small Cap Growth Strategy
Mid Cap Growth Strategy
Small and Mid Cap Core Growth Strategy
Small and Mid Cap Select Growth Strategy
Leaders and Innovators Strategy
The American Beacon Small Cap Growth Fund we sub-advise utilizes the same investment model as our Small Cap Growth Strategy, the American Beacon Mid-Cap Growth Fund we sub-advise uses the same investment model as our Mid Cap Growth Strategy and the assets in the Vanguard Explorer™ Fund advise utilizes the same investment model as our Small and Mid Cap Select Growth Strategy.
Our investment strategies are premised on our belief that earnings growth drives stock performance. We believe that the small-cap and mid-cap markets are relatively inefficient due in part to less available information about many of the issuer compa...
Unlock Full Investment Process Description
STEPHENS INVESTMENT Portfolio Concentration
STEPHENS INVESTMENT Location
111 CENTER STREET
LITTLE ROCK, Arkansas
UNITED STATES, 72201
LITTLE ROCK, Arkansas
UNITED STATES, 72201
STEPHENS INVESTMENT Contact Information
Phone Number: 800-458-6589
Fax Number: 501-377-2327
Website: http://www.stephensfunds.com
Fax Number: 501-377-2327
Website: http://www.stephensfunds.com
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