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StoneRidge Summary History of StoneRidge Investment Professionals
StoneRidge Summary
  • StoneRidge Investment Partners, LLC was formed in 1999
  • Independent and employee-owned
  • 15 employees, 7 of whom are owners
  • Investment team approach
  • Consistent results
  • Over $565 million in assets under management*
  • Serving 30 institutional clients*
        *as of 6/30/08

Investment Team Longevity and Continuity

  • Team averages over 20 years of investment experience
  • Senior equity team has worked together since 1990
  • Expertise across all economic sectors and capitalization tiers
     

StoneRidge is an equity oriented, multi-product investment firm currently offering six investment disciplines:

Growth Equity
StoneRidge offers two successful growth management styles:

  • Small Cap Growth
  • Quantitative Small Cap Growth

Large Cap Core Equity

Fixed Income

  • Core Fixed Income
  • Enhanced Cash
  • Government Cash Plus

Investment Style Allocation

 

As of June 30, 2008

StoneRidge Investment Partners Mission Statement

Client Focused

We endeavor to provide real value to clients through superior investment returns and exceptional service.

Employee Empowered

We maintain an entrepreneurial environment to motivate and empower employees to provide clients with the highest level of investment service.

Community Citizenship

We respect and support the communities we touch through sponsorship of local and national causes.