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SF

Stephen Fisch

Portfolio Manager at Standard Investments LLC

New York, NY , United States

About

Stephen Fisch is a Portfolio Manager at Standard Investments in New York, NY, where he has led investment strategies since 2016. His role involves managing portfolios across both public and private markets, focusing on the intersection of industry, technology, and manufacturing, particularly in sectors such as Industrials, Transportation, Sustainability, and the Built Environment.

Previously, Stephen served as Sector Head-Industrials at 40NORTH, overseeing investments in industrial companies, and as Director of Research North America at Atlantic Investment Management, where he specialized in equity research and investment diligence for North American markets. These roles have provided him with deep expertise in fundamental analysis and concentrated, long-term equity investing, especially within industrial asset classes.

Stephen holds an MBA from Columbia Business School and a BS in Economics and Biology from Duke University. He is recognized for his analytical rigor and impact on shaping investment portfolios that leverage technological advances to drive industrial innovation. His contributions include guiding significant investments in growth-stage technology companies that are transforming legacy sectors.

Career History

OrganizationRoleDate RangeDetails
Standard InvestmentsPortfolio ManagerMar 2016 to Present
40NORTHSector Head- IndustrialsApr 2016 to Apr 2021
Atlantic Investment ManagementDirector of Research North AmericaJan 2009 to Mar 2016
Sigma Investment ManagementPortfolio ManagerApr 2008 to Oct 2008
HBK Capital ManagementPortfolio ManagerMar 2006 to Apr 2008
Atlantic Investment Management, Inc.Sr Equity AnalystJun 2003 to Mar 2006
Sr analyst covering US/European companies, primarily Industrial Related
Highbridge ZwirnPart time analystSep 2002 to May 2003
Intern during school year
Goldman Sachs & CoAnalystJun 1998 to Jun 2002

Education

Columbia Business School

Master of Business Administration - MBA

2002 2004

Duke University

Bachelor of Science - BS, Economics and Biology

1994 1998

Skills & Expertise

Equities
Investments
Alternative Investments
Asset Management
Hedge Funds
Fixed Income
Financial Modeling
Due Diligence

Others at Standard Investments LLC (2)

NameRoleLocation
David Sokoler
David Sokoler
Portfolio ManagerNew York, NY , United States
Peter Marturano
Peter Marturano
Portfolio ManagerNew York, NY , United States

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