Skip to main content

INVEST WITH A TRUSTED PARTNER

Sector Specialists


Differentiated Research


Persistent Outperformance


Firm Overview Anchor

Our Firm


Fourthstone is an SEC-registered* investment management firm located in St. Louis, MO specializing in financial sector opportunities.

Founded in 2013 by Phil and Amy Stone, Fourthstone has been the top ranked financial sector equity manager in numerous performance rankings across a number of alternative strategies.

With a 14-year track record of deploying capital across a full range of market capitalizations and geographies, Fourthstone has delivered attractive absolute and relative performance. Significant internal capital creates a strong alignment of interests with firm clients.

*Registration of an investment adviser does not imply any level of skill or training.

Our Philosophy


Persistent Outperformance
Compensated For Risk
Preserve Capital
Disciplined Capital Raising
Equal Treatment For All

Strategies Anchor

Our Strategies


Fourthstone’s fundamental, growth-at-a-reasonable-price investment approach emphasizes a high margin of safety, attractive relative value, and catalysts to drive total return.

Opportunity Strategy

Launched in 2010, Fourthstone’s flagship strategy has a 13-year track record of capturing attractive opportunities in bank equities. This variable net strategy employs modest leverage and seeks to deliver mid-teens net returns.

Small-Cap Financials Strategy

Fourthstone has been investing in micro- and small-cap banks since 2013. The firm created the Small-Cap Financials strategy for investors seeking consistent exposure to high-quality community bank franchises operating in growing economies across the United States. This long-only strategy employs minimal leverage and seeks to outperform the NASDAQ Bank Index.

People Anchor

Our People


Phil Stone

Phil Stone

Managing Partner
Amy Stone

Amy Stone

CEO
Rob Anderson

Rob Anderson

CFO/CCO
Grant Burtch

Grant Burtch

Senior Research Analyst
Jason Oetting

Jason Oetting

Senior Research Analyst
Ted Bade

Ted Bade

Senior Research Analyst
Patrick Kelley

Patrick Kelley

Senior Trader
Rachael Turin

Rachael Turin

VP of Investor Relations
Andrew Yazdi

Andrew Yazdi

Research Analyst
Matt Gregor

Matt Gregor

Senior Operations Manager
Grant Dumler

Grant Dumler

Investor Relations
Rebecca Boerner

Rebecca Boerner

Operations
Laren Gillespie

Laren Gillespie

Independent Director

Responsibility Anchor

our commitment


We are dedicated to conducting ourselves in alignment with the fiduciary standards we owe our clients and in accordance with the highest legal, ethical, and professional standards.

Fourthstone recognizes that addressing environmental, social and governance (ESG) issues is a crucial part of investment risk management, and effective mitigation of these issues can have a material impact on value creation.

We believe mitigating ESG risks strengthens downside protection for investment returns and enhances investor reputations.

We believe long-term value can be enhanced if relevant ESG risk is managed appropriately and are committed to working collaboratively with our clients to develop custom ESG solutions as needed.