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 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 96% of the manager's regulatory AUM.

STEPHENS INVESTMENT StockAlpha

-6.5%
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 INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HMSY 1.69% Health -17.37% -0.22% 5 7%
CSGP 1.68% Tech -12.86% -0.23% 1 6%
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FEATURED IN
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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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STEPHENS INVESTMENT Portfolio Concentration

STEPHENS INVESTMENT Location

111 CENTER STREET
LITTLE ROCK, Arkansas
UNITED STATES, 72201

STEPHENS INVESTMENT Contact Information

Phone Number: 800-458-6589
Fax Number: 501-377-2327
Website:

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