Market Commentary

4th Quarter 2013

The fourth quarter provided the perfect exclamation point for 2013’s spectacular equity market performance, based primarily on improving sentiment regarding the economy’s gathering momentum. The equity indices turned in strong results for the three month period with the S&P 500, Dow Jones Industrials and Nasdaq Composite rising by 9.92%, 9.56% and 10.74%, respectively.

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  • At A Glance
  • History
  • Mission
  • Vision
  • Team

4th Quarter 2013

Assets Under Management $1.013 Bil
Number of Employees 13
Percent Employee Ownership 71%
Portfolio Managers 5

StoneRidge Investment Partners is an investment firm offering equity and fixed income fund management to institutional investors. StoneRidge was formed in 1999 by a team of equity investment professionals including Philip H. Brown, II, CFA, Joseph E. Stocke, CFA, and Lester Rich, CFA.

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Client Focused
We endeavor to provide real value to clients through superior investment returns and exceptional service.
Community Citizenship
We respect and support the communities we touch through sponsorship of local and national causes.
Employee Powered
We maintain an entrepreneurial environment to motivate and empower employees to provide clients with the highest level of investment service.

Executive Team

Steven Sanders
CEO Chief Investment
Philip H. Brown II
President, Partner
Wayne O. Leevy
Chief Operating Officer, Chief Financial Officer
Joseph E. Stocke
Chief Investment Officer, Managing Director
Kyle V. Myers
Director of Marketing & Business Development