Perfil
Mr. Nicholas A. Stephens, CFA MBA, is a Partner at Edgewood Management LLC.
He became a Managing Director in 1986, was given portfolio management responsibilities in 1987, and was promoted to Partner in 1993.
He is a member of Edgewood’s Investment Committee.
He joined Edgewood Management in 1984 as an analyst.
He has over 41 Years of Industry Experience.
Mr. Stephens was previously employed as a Management Consultant by Coopers & Lybrand LLP.
He graduated from Bennington College in 1977 with a BA in Literature and from Columbia University Graduate School of Business in 1981 with an MBA in Finance
Cargos activos de Nick Stephens
| Empresas | Cargo | Inicio |
|---|---|---|
Edgewood Management LLC
Edgewood Management LLC Investment ManagersFinance Edgewood mainly manages large-cap growth equity portfolios of about twenty-two publicly traded companies. The firm identifies investments through research-driven fundamental analysis and employs a bottom-up approach in their investment analysis. They aim to diversify across growth rates and market caps to achieve the desired return and risk profile. Edgewood requires a majority vote by the Investment Committee to sell a stock. If a company misses earnings two quarters in a row, there is a 15% drop in the stock relative to its peers or if there is a change in industry or company fundamentals, the Investment Committee will discuss selling the stock, decreasing the weighting in the portfolio or adding to the weighting in the portfolio. | Miembro del Comité de Inversión | 01/06/1984 |
Antiguos cargos conocidos de Nick Stephens.
| Empresas | Cargo | Fin |
|---|---|---|
Coopers & Lybrand LLP
Coopers & Lybrand LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | 31/12/1983 |
Formación de Nick Stephens.
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| Empresas privadas | 4 |
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Edgewood Management LLC
Edgewood Management LLC Investment ManagersFinance Edgewood mainly manages large-cap growth equity portfolios of about twenty-two publicly traded companies. The firm identifies investments through research-driven fundamental analysis and employs a bottom-up approach in their investment analysis. They aim to diversify across growth rates and market caps to achieve the desired return and risk profile. Edgewood requires a majority vote by the Investment Committee to sell a stock. If a company misses earnings two quarters in a row, there is a 15% drop in the stock relative to its peers or if there is a change in industry or company fundamentals, the Investment Committee will discuss selling the stock, decreasing the weighting in the portfolio or adding to the weighting in the portfolio. | Finance |
Coopers & Lybrand LLP
Coopers & Lybrand LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Bennington College
Bennington College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Columbia Business School
Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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