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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
September 22, 2003 at 08:00 PM
Fund Currently Managed
StoneRidge Small-Cap Growth Equity Fund (SRSCX), lead manager since October 1999.
Investment style overview
Seeks attractively valued stocks of small companies generating increasingly higher earnings, or that appear on the verge of becoming profitable.
Key Stock Selection Criteria
*Strong free cash flow.
*Attractively valued.
*Sizable insider ownership.
Key Sell Criteria
*Becomes fully valued or overvalued.
*Company’s financial fundamentals deteriorate.
*Better investment identified.
Biographical Notes
Joseph Stocke is chief investment officer of StoneRidge Investment Partners LLC, which he helped found in October, 1999. He was previously director of equity investments for Meridian Investment Co., a unit of the former First Union Corp. He holds a BS in economics from the University of Pennsylvania and is a Chartered Financial Analyst.
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