Market Commentary

4th Quarter 2015

During the fourth quarter, the strategy underperformed relative to the benchmark by 1.48%. Amongst sectors, Energy was the primary detractor. Additionally, Consumer Discretionary, Information Technology and Financials negatively impacted performance; stock selection impacted overall performance more so than weightings. On a positive note, the Healthcare sector was a contributor to overall performance due, primarily, to stock selection.

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

4th Quarter 2015

Assets Under Management $749 Mil
Number of Employees 15
Percent Employee Ownership 71%
Portfolio Managers 5

StoneRidge Investment Partners offers equity management to institutional investors. StoneRidge was formed in 1999 and restructured in 2009, when Steven Sanders was named CEO & Chief Investment Strategist. Mr. Sanders and founding principals, Philip Brown, President and Joseph Stocke, Chief Investment Officer, continue to guide and lead our organization in providing world-class asset management services to our clients.

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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, Buusiness Development & Sr. Equity Product Specialist