Stephen is a portfolio manager and analyst working on the global quality value strategy and team. Previously, he was a portfolio manager at Hermes Global Equities, where he provided fundamental research and portfolio management with a focus on the global financial services sector. Before that, he worked at Fidelity Management & Research as an equity analyst, covering the insurance and food and beverage industries; as a private equity analyst at HabourVest Partners; and as a technology investment banking analyst at Robertson Stephens.

• Education: B.A. in Economics, Harvard University; M.B.A. in Accounting, Strategy, and Finance, University of Chicago Booth School of Business
• Joined the company: 2015
• Began career: 1996