Stephenson & Company Capital Management Inc. was founded in 2014 by John Stephenson to provide investors with consistent long-term capital appreciation with attractive risk-adjusted rates of return throughout market cycles, with a focus on risk management and capital preservation.
Low volatility, Positive, Absolute Returns
Our investment process focuses on generating positive, absolute returns throughout market cycles with low volatility and correlation to broader markets.
Focus on Fundamentals
We invest based on rigorous fundamental analysis of the various drivers of risk and return. We conduct extensive due diligence and we look at both quantitative and qualitative factors in assessing the risk/reward parameters.
Limited Use of Leverage
Our funds generally do not rely on excessive leverage to generate returns and our disciplined approach to risk management ensures that leverage remains low.
Focus on Risk Management
We focus on hedging and actively managing the exposures of our portfolios. Our risk management processes are based on both quantitative and qualitative analysis and are implemented at both the individual position and portfolio levels and are reviewed daily.
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