Global Equities

In line with the Stern family’s investment approach for generations, our World Stars Global Equities investment approach to preserve and create wealth by investing in a concentrated portfolio of 20-30 great global businesses based on a several key principles:

  • Quality is a defining requirement for the companies we invest in
  • We value primary research most highly
  • We base our decisions on our own rigorous analysis of the industries and companies we invest in
  • We seek out differentiated information and data through interactions with governments, regulators, journalists, other investors and other sources
  • We are active owners (not activists) and meet frequently with the management of companies, their competitors, customers and suppliers
  • We benefit from the insights we get from investing in private companies in similar industries through our merchant banking activities
  • We believe in working constructively and discreetly with companies to realize value through meetings and discussions but will defend our interests vigorously if necessary


J. Stern & Co. offers the World Stars Global Equity strategy through bespoke portfolio accounts or a UCITS fund format. 

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