J. Stern & Co.

Overview

The firm manages actively researched portfolios for a range of institutional and private clients, with strategies spanning global equities, fixed income, multi-asset investing, and separately managed accounts.⁴

History

J. Stern & Co. was founded in 2012, when it launched the World Stars Global Equity Strategy.²

Leadership

Managing partners include Jérôme Stern, Christopher Rossbach, and Thomas Price.³

Services

J. Stern & Co. offers actively managed global equity strategies, multi-asset portfolios, corporate debt, emerging-market debt, and separately managed accounts. Its strategies are available through Luxembourg UCITS, a Delaware limited partnership for eligible investors, and separately managed accounts.⁴⁵

Client Focus

The firm serves institutions, charities, endowments, pension funds, family offices, wealth managers, trustees, and high-net-worth individuals.⁶

Approach

J. Stern & Co. describes its investment process as combining bottom-up fundamental research with high-conviction portfolio construction, quality and sustainability screens, benchmark-unconstrained portfolios, and long-term investment horizons.⁷

Assets and Registration

J. Stern & Co. reports firm assets under management of US$2.5 billion in 2025. Its U.S. adviser, J. STERN & CO., LLC, is listed as SEC approved under CRD 326509.⁸

By the numbers

FAQs

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Sources

1. J. Stern & Co.
2. History
3. Team
4. Strategies
5. Strategy structures
6. Clients served
7. Investment approach
8. History and assets under management
9. SEC Investment Adviser Public Disclosure, J. STERN & CO., LLC

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.