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Fund Manager: Joseph Stocke

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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.