About

A modern investment firm founded on permanent family capital and 220 years of financial entrepreneurship.

J. Stern & Co. is an independent asset manager with a global outlook and a long-term approach.

Founded in 2012, the firm manages a select number of actively managed strategies across global equities, multi-asset, corporate and emerging market credit.

We are owned and led by our partners, with meaningful investment in the firm's strategies — including capital from the Stern family, our founding client. This alignment of interests is central to how we operate.

Our Clients

Rely on us for the consistent execution of our long-term strategy of investing in quality companies selected through our own robust fundamental research.

Institutions icon
Institutions
Charities icon
Charities
Wealth Managers icon
Wealth Managers
Family Offices icon
Family Offices
Trustees icon
Trustees
HNW Individuals icon
HNW Individuals

Alignment

Long-Term Thinking

Our Difference

Investment Horizon

Collaborative Culture

Aligning Ownership with our Clients' Objectives

J. Stern & Co. is a partnership with no external shareholders. Our partners lead all investment, client and operational activity, supported by a seasoned team of experienced specialists across our offices in London, New York, Zurich, and Malta.

All partners and employees are invested in the firm's strategies and share directly in the success of the business, in alignment with our clients. This structure fosters continuity, accountability, and long-term thinking.

A Legacy of Long-Term Thinking

The Stern family's involvement in banking and investment dates back more than two centuries. From their origins in Frankfurt in 1805, the family established banking houses across Europe and Asia and played a founding role in several of today's major institutions.

We are proud to have adopted the Stern family's investment philosophy along with the name of Jacob Stern, the first Stern family member to establish a bank, over 220 years ago. The family, our partners and team members represent 20% of our total assets under management and advice. This alignment reinforces our long-term perspective and our focus on long-term returns.

How We Are Different

Our ownership structure is a defining strength. As a true partnership, we have no external shareholders — which means no pressure to sell, merge, or exit. The result is stability, independence, and a clear focus on long-term value.

Succession is built in. The partners leading the firm today are invested alongside our clients and committed to the decades ahead. In a world marked by consolidation and turnover, we offer something rare: enduring alignment and continuity.

All of our investors benefit from the same structure that supports the Stern family — a long-term investor in every one of our strategies.

Our Investment Horizon

Long-term thinking is the foundation of our investment philosophy. We define long-term not as a few quarters or even a few years, but as a time horizon of 5 to 10 years — and ideally, longer. Our objective is to invest in quality businesses we can own indefinitely.

This enduring approach, combined with our intensive bottom-up research, results in high active share and low portfolio turnover. We focus on companies with the resilience, growth potential, and governance to deliver sustainable value over time — not those that fit a short-term market narrative.

Our Culture

We combine institutional rigour with a partnership mindset. The firm is collaborative, meritocratic, and research-driven. With a flat structure and close collaboration across functions, we maintain a disciplined approach to decision-making at every level of the firm.

We place a premium on clarity, simplicity and consistency, in our investment process, client relationships, solutions and communications. Clear, simple and transparent communication is fundamental to how we serve our clients and maintain long-term relationships; client service excellence is as important to us as investment performance.

Our focus is on achieving strong risk-adjusted returns through thoughtful security selection and high conviction.