Approach

At J. Stern & Co. we pursue a high-conviction, bottom-up investment approach with a focus on quality, sustainability, and long-term capital growth.

Our process is designed to be repeatable, transparent, and aligned with institutional standards of rigour and accountability. We invest in companies with strong, sustainable competitive positions, operating in growing industries and led by capable management teams with sound governance.

These businesses have resilient balance sheets and the strength to withstand adversity — enabling them to compound value across market cycles. All research and investment decisions are conducted in-house by our investment team.

Investment
Philosophy

Our investment philosophy, building on the Stern family’s long investment experience, rests on three principles:

Invest for the
Long-term

We invest with a multi-year horizon, allowing us to focus on fundamentals rather than short-term market volatility.

We do our Own Fundamental Research

All analysis is conducted internally and forms the basis for security selection and portfolio construction.

Invest only
in Quality

We maintain a strict definition of quality, informed by structural advantages, financial strength, and governance standards.

Quality is our Gating Condition. Investing in quality businesses provides a foundation of resilience and consistency.
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Our portfolios are benchmark-unconstrained, concentrated, and constructed with high active share.

These companies tend to have deeper competitive moats and deliver more predictable earnings, superior returns on capital, and stronger cash flows — attributes that can support capital preservation during downturns and compounding growth over time. By prioritizing quality, we aim to reduce downside risk, capture upside potential, and give our clients the confidence to stay invested through changing market conditions.

Predictable earnings
Superior returns
Stronger cash flows
Who We Are Is
How We Invest

Our team brings together experience, clear alignment, and long-standing collaboration. We value rigour, transparency, and accountability.

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A Philosophy Etched in
Repeatable Process

Our repeatable, bottom-up research framework to identify businesses with durable competitive advantages and strong fundamentals is grounded in our investment philosophy, which has stood the test of time.

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Built for Focus,
Not Scale

We manage a small number of high-conviction strategies across global equities, multi-asset, corporate and emerging market debt — each grounded in deep proprietary research.

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Partnering with our clients
for the long-term

We are honoured to be entrusted with the capital of long-term investors. We devote all our energy and focus to deliver the targeted outcomes.

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Insight Informs
our Investing

Our commentaries offer a window into the thinking behind our portfolio decisions — true to the pillars of our investment philosophy and focused on delivering positive outcomes.

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