J. Stern & Co. LLP
J. Stern & Co. LLP is an independent investment partnership headquartered in London, United Kingdom, with additional international offices in New York, Zürich, and Malta. Founded in 2012, it builds on the 200-year banking heritage of the Stern family and manages approximately $1.9 billion in assets for long-term investors, including families, entrepreneurs, wealth managers, advisers, trustees, charities, and institutions. The firm is family-owned and operated, focused on providing bespoke investment and estate management solutions. It serves a global client base with a team of around 50 employees.
Investment Strategy
J. Stern & Co. pursues a long-term, quality and value-oriented investment approach. It manages three core strategies: World Stars Global Equity (its flagship), Multi-Asset Income, and Emerging Market Debt. The firm emphasizes diversification across sectors such as digital, industrial, healthcare, and consumer companies, focusing on investments with strong innovation, growth potential, and resilient business models. Decisions are grounded in independent research, seeking capital preservation and appreciation across market cycles, and aligning its interests with clients via substantive partner and family co-investment.
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | Nvidia | 11.54% | $135.1M | 966,556 | $71.67 | $157.99 | +$33.4M |
M META | Meta | 7.22% | $84.6M | 127,476 | $429.96 | $738.09 | +$13.4M |
A AMZN | Amazon | 7.04% | $82.4M | 399,162 | $165.06 | $219.39 | +$8.7M |
A APH | Amphenol | 6.68% | $78.2M | 871,809 | $54.75 | $98.75 | +$22.8M |
E ETN | Eaton | 6.57% | $76.9M | 231,164 | $261.73 | $356.99 | +$15.9M |