Stone Street Advisors: Independent, unbiased, actionable investment research
"A buy-side approach to sell-side investment research."
At the core of our business, we identify and develop high-conviction, high-return fundamental value, deep value, and special situation (M&A, activism, restructuring, recapitalization) opportunities on both the long and short side. With a "go-anywhere" approach, we are industry, geography, company size, lifecycle stage, and capital structure agnostic, though historically we've found much opportunity in the small/mid-cap equity space.
From inception starting in 2011 through 9/30/2015, a "buy & hold" portfolio of our long and short stock picks has delivered an annual return of 13.7% v. -2.4% for a matched Russell 2000 long/short benchmark. The average return on our long picks is 52.7%, while our short picks have returned 26.7%.
We operate differently than traditional research organizations. We do not prognosticate on daily or weekly market movements, nor are we involved with more than a few opportunities at any given time, allowing us to focus on only the most lucrative opportunities. Rather than a traditional coverage-oriented model, we identify and develop investment ideas for buy-side investors and provide coverage as required. We expect all of our long/short equity and credit ideas to return at least 50% within one to three years, allowing for longer in special situations.
Additionally, we offer project-based research and valuation services to both investors and corporations. Utilizing our deep fundamental research capabilities, we are able to efficiently deliver custom-tailored solutions to meet your needs. We specialize in financial modeling, business/industry research, due diligence, and all tenets of fundamental, bottom-up investing.
Contact: information@stonestreetadvisors.com
Company Details
- Employees
- 1
- Founded
- -
- Address
- New York, Us
- Phone
- 973-868-9543
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- stonestreetadvisors.com
- Keywords
- equity research, investment research, investing, due diligence, corporate finance, hedge funds.
- HQ
- New York
- Competitors
- Hulu, Mr. Cooper, TMA Strategy Consulting.
Stone Street Advisors Llc Questions
Stone Street Advisors Llc's helpline number is 973-868-9543
Stone Street Advisors Llc's website is stonestreetadvisors.com
Stone Street Advisors Llc's LinkedIn profile is https://www.linkedin.com/company/stone-street-advisors-llc
Stone Street Advisors Llc has
1 employees.
View email and phone details for 1
employees at Stone Street Advisors Llc.
Stone Street Advisors Llc's industry is
Financial Services
Stone Street Advisors Llc's categories are Financial Services
Stone Street Advisors Llc's founding year is 2011
