Nick Stephens

Investment Committee Member at

Edgewood Management LLC

Consumer Services

Finance

Commercial Services

Profile

Mr. Nicholas A. Stephens, CFA MBA, is a Partner at Edgewood Management LLC.
He became a Managing Director in 1986, was given portfolio management responsibilities in 1987, and was promoted to Partner in 1993.
He is a member of Edgewood’s Investment Committee.
He joined Edgewood Management in 1984 as an analyst.
He has over 41 Years of Industry Experience.
Mr. Stephens was previously employed as a Management Consultant by Coopers & Lybrand LLP.
He graduated from Bennington College in 1977 with a BA in Literature and from Columbia University Graduate School of Business in 1981 with an MBA in Finance

Nick Stephens active positions

Companies	Position	Start
Edgewood Management LLC Edgewood Management LLC Investment ManagersFinance Edgewood mainly manages large-cap growth equity portfolios of about twenty-two publicly traded companies. The firm identifies investments through research-driven fundamental analysis and employs a bottom-up approach in their investment analysis. They aim to diversify across growth rates and market caps to achieve the desired return and risk profile. Edgewood requires a majority vote by the Investment Committee to sell a stock. If a company misses earnings two quarters in a row, there is a 15% drop in the stock relative to its peers or if there is a change in industry or company fundamentals, the Investment Committee will discuss selling the stock, decreasing the weighting in the portfolio or adding to the weighting in the portfolio.	Investment Committee Member	1984-05-31

All active positions of Nick Stephens

Former positions of Nick Stephens

Companies	Position	End
Coopers & Lybrand LLP Coopers & Lybrand LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Corporate Officer/Principal	1983-12-30

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Linked companies

Private companies	4
Edgewood Management LLC Edgewood Management LLC Investment ManagersFinance Edgewood mainly manages large-cap growth equity portfolios of about twenty-two publicly traded companies. The firm identifies investments through research-driven fundamental analysis and employs a bottom-up approach in their investment analysis. They aim to diversify across growth rates and market caps to achieve the desired return and risk profile. Edgewood requires a majority vote by the Investment Committee to sell a stock. If a company misses earnings two quarters in a row, there is a 15% drop in the stock relative to its peers or if there is a change in industry or company fundamentals, the Investment Committee will discuss selling the stock, decreasing the weighting in the portfolio or adding to the weighting in the portfolio.	Finance
Coopers & Lybrand LLP Coopers & Lybrand LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Commercial Services
Bennington College Bennington College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Columbia Business School Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services