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 06/30/21. The fund's latest filing disclosed 182MM in positions, representing 15% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 182MM in positions, representing 15% of the manager's regulatory AUM.
STONERIDGE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STONERIDGE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.89% | Tech | 14.27% | -0.33% | 0 | 53% | ||
| AAPL | 6.28% | Tech | 26.85% | 0.39% | 0 | 47% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
STONERIDGE Portfolio Concentration
STONERIDGE Location
301 LINDENWOOD DRIVE
SUITE 310
MALVERN, Pennsylvania
UNITED STATES, 19355
SUITE 310
MALVERN, Pennsylvania
UNITED STATES, 19355
STONERIDGE Contact Information
Phone Number: 610-647-5287
Fax Number: 610-647-5973
Website: http://www.stoneridgeinvestments.com
Fax Number: 610-647-5973
Website: http://www.stoneridgeinvestments.com
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