Regulation, politics and big tech

Much of the social, economic and political development of the modern period is driven by technology, innovation and disruption. Steam power, combustion, electricity, telephony, computing; and today, digital transformation has…

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Risk, resilience and income opportunity

Every month that passes by brings more visibility on the economic impact of the Covid-19 virus past, present and future.Reported economic and corporate data highlights the extent of the damage…

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Quality in times of uncertainty

In the midst of the uncertainty around the COVID-19 outbreak, it is important to focus on the principles of investing in quality and value for the long-term, and the business…

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Our Roadmap for Sustainable Investing

Our investment philosophy at J Stern & Co. builds on the tradition of the Stern family and its 60-year, multi-generational track record of investing for the long term. The family’s…

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