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Institutional Investor names Fourthstone’s Managing Partner a Rising Star in its 21st Annual Hedge Fund Industry Awards

Institutional Investor honored Managing Partner, Phil Stone, as one of seven Rising Stars in hedge funds . II’s awards are a mix of quantitiatve analysis and votes from pension funds, endowments, foundations, insurance companies, healthcare funds, family offices, and sovereign wealth funds. Before voting took place, the finalists in each category were identified through independent research overseen by the magazine’s editorial team. Industry veteran Eric Uhlfelder reported on the managers and analyzed data from Bloomberg, BarclayHedge, and proprietary sources to determine the nominations.
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Fourthstone’s Senior Analyst presents at Hovde Group’s financial services research conference

Senior Analyst, Grant Burtch, joins the country’s most well-respected and experienced institutional investors to discuss how Fourthstone evaluates regional and community bank stock investments.
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Fourthstone offers Bloomberg’s Breanna Bradham comment on increased capital rules for America’s largest banks

Shares of US regional lenders are on pace for the longest weekly streak of gains since March 2021. A closely watched factor for bank investors has been looming regulatory changes. A proposal unveiled on Thursday indicated large US banks may face higher capital mandates. But most small and midcap banks are below the threshold to be impacted by the new rules, and it’s “business as usual” for them, according to Phil Stone, managing partner of bank-focused investment management firm Fourthstone LLC.
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Fourthstone’s Managing Partner discusses regional bank valuations with Financial Times editor Brooke Masters

Phil Stone, Managing Partner at Fourthstone, which specialises in investing in US financials, said his funds had been defensive for the past 18 months but were now buyers. “Some of the prices are the most attractive we’ve seen in years,” Stone said, comparing valuations to the aftermath of the 2008 financial crisis.
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Fourthstone CEO hosts ‘fireside chat’ at Alpha on the Delta event

Join Fourthstone CEO, Amy Stone, this May as she discusses opportunities and risks related to recent developments in the bank sector with leading institutional investors.
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Fourthstone shortlisted for three HFMWeek 2022 U.S. Performance Awards

Fourthstone has been shortlisted for the Global Equity Long Term (5 Year), Global Equity Under $1bn and Sector Specialist Equity award categories by HFMWeek for the publication’s 2022 U.S. Performance Awards.
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Tommorrow’s Titans: Fourthstone Managing Partner Phil Stone is Named One of Fifty Rising Stars in Hedge Funds

The Hedge Fund Journal has been publishing the Tommorrow’s Titans report since 2010. This year’s report highlights several industry trends including: varied manager career background; growing launch activity award from major hedge fund centres and, especially in Asia Pacific, more minority-owned managers.
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Fourthstone CEO Speaking at Inversion Summits 2022

Join Fourthstone CEO, Amy Stone, in the Fall of 2022 to hear unique perspectives from those leading the charge into the future of investing.
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Fourthstone CEO Joins Board of Midwest BankCentre

Amy Stone joins the board of Midwest BankCentre, a more than $2 billion asset bank founded in 1906. The bank is a leader in the St. Louis Regional Financial Empowerment Coalition and has been recognized for bringing mainstream financial services to underbanked citizens with the 2019 Community Commitment Award from the American Bankers Association Foundation.
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Hedge Fund Alert Notes Fourthstone Strength Despite Bank Sector Woes

“These banks are discounted to a level that makes little sense to us,” the St. Louis firm wrote. “We acknowledge that the bank sector’s dislocation from the broader market can endure for a number of months as has been the case in similar environments, but history shows it will not persist in perpetuity as larger banks look for opportunities to gain scale by buying steeply discounted, high quality franchises.”
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As Bank Stocks Slide an Investor Finds Opportunity

Opalesque notes Fourthstone’s bank fund has been putting up high double-digit returns by betting on banks and thrifts of all sizes.
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Fourthstone Hires PetSmart CFO

Fourthstone, a St. Louis investment firm that specializes in the financial sector, has hired Rob Anderson as CFO. He previously was CFO of PetSmart in Phoenix and of Save-A-Lot in St. Louis.
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