STONERIDGE Overview

Stoneridge Investment Partners Llc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 14 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 690MM in positions, representing 56% of the manager's regulatory AUM.

STONERIDGE StockAlpha

-1.5%
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

STONERIDGE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.35% Tech -2.29% 0.01% 0 42%
ABT 2.28% Health -9.81% -0.11% 0 22%
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FEATURED IN
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STONERIDGE Founders and Key Employees

Name Title In Position Since
Philip H. Brown President October-1999
Joseph E. Stocke Chief Investment Officer October-1999
Steven L. Sanders Chief Executive Officer May-2009
Donald R. Caldwell Elected Manager May-2009
Bennett P. Lomax Elected Manager May-2009
Osagie O. Imasogie Elected Manager May-2009
Wayne O. Leevy Evp/Coo And Cfo December-2013
Marc D. Portlock Chief Compliance Officer May-2014

STONERIDGE Brokers, Custodians, Auditors and Administrators

Type Company

STONERIDGE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

StoneRidge utilizes a blend of fundamental research, technical analysis, and quantitative tools to make investment decisions.

A. Equity Strategies

StoneRidge utilizes a blend of fundamental research and quantitative tools, in making investment decisions. The investment team employs a bottom up, stock picking approach that relies heavily on research performed on companies by sector specialists. The process is supported by a proprietary, screening tool that is used to gather information and rank
the stocks.

The most important part of StoneRidge’s investment process involves the portfolio managers, who serve as sector specialists, as they analyze and select stocks within their respective sectors. A balance of fundamental research, quantitative analysis and qualitative judgment by the investment team members forms the basis of the stock selection process.

The sector specialists...
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STONERIDGE Portfolio Concentration

STONERIDGE Location

301 LINDENWOOD DRIVE
SUITE 310
MALVERN, Pennsylvania
UNITED STATES, 19355

STONERIDGE Contact Information

Phone Number: 610-647-5287
Fax Number: 610-647-5973
Website:

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