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Stephens Investment Management

Institutional investor

Houston · Growth · 22 people tracked

Also known as STEPHENS INVESTMENT MANAGEMENT GROUP, LLC

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Investment thesis

SIMG focuses exclusively on small- and mid-cap growth equities, operating on the belief that earnings growth drives stock performance and that inefficiencies in these markets create opportunities for active managers to outperform across market cycles. The firm uses a disciplined, repeatable, bottom-up portfolio construction process that blends 'Core Growth' and 'Earnings Catalyst' stocks to position portfolios for varying market conditions. A team-based approach encourages vigorous debate and information sharing, while attention to behavioral biases and thematic concentration guides decisions. SIMG emphasizes transparency, organizational stability, and alignment with clients through phantom equity and significant personal investment in the firm's products.

Invests inCrypto & Web3Sector AgnosticHoustonUnited States

Source: firm website, verified Aug 25, 2026.

Stage
Growth
HQ
Houston, US
Instruments
Equity
Founded
2005
AUM
$9.5B

Team · 22 people

from the firm's website
John M. Thornton· Senior Portfolio Manager, CFA
John R. Keller· Portfolio Manager, CFA
Kelly Ranucci· Senior Portfolio Manager, CFA
Ryan E. Crane· Chief Investment Officer, CFA
Samuel M. Chase III· Senior Portfolio Manager, CFA
Allison Rhodes· Chief Compliance Officer and General Counsel
Amanda Burnett· Marketing & Administrative Coordinator
Andie Fletcher· Operations Associate
Charles Clavel· Senior Quantitative Equity Analyst, CFA
Daniel Keene· Operations Administrator
Justyn Gaddis· Senior Equity Analyst, CFA
Kim Tucker· Relationship Manager
Laura Neve· Compliance Analyst and Assistant Secretary
Marc Little· Vice President, Relationship Manager
Mark A. Merricks· Senior Equity Trader
Michael Nolte· Chief Operating Officer
Patrick White· Vice President, Director, Relationship Management & Client Services
Ryan Lambert· Equity Analyst
Tammy Stewart· Administrator of Operations and Client Services
Travis Jones· Equity Trader, CFA
Warren Simpson· Chief Executive Officer

Frequently asked questions

What stage does Stephens Investment Management invest at?
Stephens Investment Management invests at the Growth stage.
What sectors does Stephens Investment Management focus on?
Stephens Investment Management focuses on Crypto & Web3, Sector Agnostic.
Where is Stephens Investment Management located?
Stephens Investment Management is headquartered in Houston, US.

Images

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