Justyn Gaddis
Senior Equity Analyst at Stephens Investment Management Group LLC
About
Justyn Gaddis, CFA, currently serves as Senior Equity Analyst at Stephens Investment Management Group (SIMG) in Houston, Texas, where he focuses on comprehensive research and analysis to identify high-conviction opportunities in small- and mid-cap growth equities. His responsibilities include evaluating company fundamentals, uncovering secular growth catalysts, and supporting portfolio management with actionable investment insights.
With a background that spans both equity research and portfolio management, Justyn has been with SIMG since August 2021, first as an Equity Analyst and then promoted to Senior Equity Analyst in February 2025. Prior to joining Stephens, he was Senior Portfolio Manager for the Small–Mid Cap Growth strategy at Cougar Investment Fund, L.L.C., further specializing his expertise in small- and mid-cap growth stocks.
Justyn holds a Master of Business Administration (MBA) from the University of Houston’s C.T. Bauer College of Business and a Bachelor of Business Administration (B.B.A.) in Finance from Texas A&M University’s Mays Business School. His professional designations and education reflect a strong analytical skill set and deep sector knowledge across the small- and mid-cap growth equity universe, with a focus on identifying durable compounders and transformative growth themes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stephens Investment Management Group | Senior Equity Analyst | Feb 2025 to Present | — |
| Stephens Investment Management Group | Equity Analyst | Aug 2021 to Feb 2025 | Stephens Investment Management Group, LLC ("SIMG") specializes in domestic equity investment management focused on small and mid-capitalization growth companies. SIMG provides investment management se... |
| COUGAR INVESTMENT FUND, L.L.C. | Senior Portfolio Manager, Small - Mid Cap Growth | Aug 2021 to Dec 2021 | Manage team of analysts focusing on small - midcap growth equities with market cap under $7 billion. Lead the logic, data and quantitative aspects of team valuation work, managed team meetings to reac... |
| COUGAR INVESTMENT FUND, L.L.C. | Analyst, Large - Mid Cap Value | Aug 2020 to Aug 2021 | One of 17 students selected via rigorous application process to manage a $12M equity portfolio • Utilize DCF models and bottom-up approach to value companies and make buy/sell recommendations and pitc... |
| Sysco | Senior Manager, Market Logistics Management | Oct 2018 to Aug 2021 | Lead, develop, and coach a team consisting of 5 Market Managers, 5 Supply Chain Managers, and 31 individual contributors to implement changes that have positive effects on the supply chain network and... |
| Sysco | Market Logistics Manager | Aug 2017 to Oct 2018 | Orchestrate optimization efforts between Sysco Corporate and Operating Company Merchandising and Operation teams for their inbound freight programs. Influenced freight revenue and margin through a num... |
| US Army | Battalion Current Operations Officer | Jan 2017 to Aug 2017 | Maintained, coordinated, and conducted current operations within Kuwait as well as 6 different locations throughout Iraq. Managed the tactical operations center, and led a daily operations staff team ... |
| US Army | Fire Direction Officer | Apr 2016 to Jan 2017 | Supervised a 6-man team consisting of 1 mid-level specialist and 5 junior-level specialists. Managed tactical employment of artillery, training, administration, and logistical support of the team. Mai... |
| US Army | Fire Support Officer | Jun 2015 to Apr 2016 | Managed an 8-man team consisting of 2 mid-level specialist and 6 junior-level specialists. Trusted as the subject matter expert for training, planning, and utilization of all artillery support and emp... |
| US Army | Assistant Battalion Intelligence Officer | Feb 2015 to Jun 2015 | Assigned direct control over 1 mid-level specialist and 2 junior-level specialist. Analyzed information gathered by intelligence equipment, producing reports and recommendations to supervisors. Awarde... |
| US Army | Field Artillery Basic Officer Leaders Course | Aug 2014 to Feb 2015 | Trained in all 3 major facets of the artillery branch in a classroom and field setting. Selected to immediately attend a rigorous follow-on course in Joint Fire Operations. |
| 12th Man Foundation | Call Center Shift Manager | Jun 2012 to May 2014 | Led day and night shifts of 8-14 callers that maintained an alumni and athletic donor database. Set donation sales goals each shift, inspired subordinates to ensure those goals were met, helped set sc... |
Education
University of Houston, C.T. Bauer College of Business
Master of Business Administration - MBA
2019 — 2021
Mays Business School - Texas A&M University
Bachelor of Business Administration (B.B.A.), Finance, General
2010 — 2014
Pearland High School
High School
2006 — 2010
Skills & Expertise
Others at Stephens Investment Management Group LLC (6)
| Name | Role | Location |
|---|---|---|
J John Keller | Portfolio Manager | Houston, TX , United States |
 | Chief Investment Officer | Houston, TX , United States |
 | Senior Portfolio Manager | Houston, TX , United States |
 | Senior Portfolio Manager | Houston, TX , United States |
 | Senior Portfolio Manager | Houston, TX , United States |
 | Equity Analyst | Houston, TX , United States |