INVEST WITH A TRUSTED PARTNER
Firm Overview Anchor
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 13-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.
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.
Launched in 2010, Fourthstone’s flagship strategy has a 13-year track record of capturing attractive opportunities in bank and fintech 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.
Phil StoneManaging Partner
Grant BurtchSenior Research Analyst
Ted BadeSenior Research Analyst
Patrick KelleySenior Trader
Hans FredriksonHead of Business Development
Andrew YazdiResearch Analyst
Matt GregorSenior Operations Manager
Laren GillespieIndependent Director
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.