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Stephens Investment Management

Institutional investor

Houston · Growth · 32 people tracked

Also known as STEPHENS INVESTMENT MANAGEMENT GROUP, LLC

Find your way into Stephens Investment Management

304 people in our graph share verified history with the Stephens Investment Management team — schools, employers, funds. One of them is your warm intro.

Matt Cherianunlockedknows Kelly Ranucci · together at University of Houston (overlapped)
×2knows the team · via DePaul Driehaus College of Business
×2knows the team · via Texas A&M University
×4knows the team · via University of Houston
×2knows the team · via OppenheimerFunds
knows the team · via University of North Carolina at Greensboro
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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 Sep 15, 2026.

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

Team · 32 people

from the firm's website & curated & public directories
John M. Thornton· Senior Portfolio Manager, CFA
John R. Keller· Portfolio Manager, CFA
Kelly Ranucci· Senior Portfolio Manager, CFAin
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 Managerin
Laura Neve· Compliance Analyst and Assistant Secretary
Marc Little· Vice President, Relationship Manager
Mark A. Merricks· Senior Equity Trader
Patrick White· Vice President, Director, Relationship Management & Client Servicesin
Ryan Lambert· Equity Analyst
Travis Jones· Equity Trader, CFA
Warren Simpson· Chief Executive Officerin
Brad Eichler· Directorin
Larry Bowden· Directorin
Larry Bowen· Director
Mark C. Doramus· Director
Nik Fisken· Director
Rachel Mayo· Director
Scanlon Kevin· Director
Todd Ferguson· Director

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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