Stephens Investment Management Group manages equity investment portfolios through seven distinct strategies, including small-cap growth, mid-cap growth, core growth, select growth, leaders and innovators, hybrid growth, and artificial intelligence and automation. Stephens Investment Management Group primarily serves institutional clients, pension plans, mutual funds, and high-net-worth individuals. The firm focuses on U.S. equity securities using a bottom-up research approach driven by fundamental analysis and quantitative screening to identify companies with strong earnings growth potential. Accounts are managed on a discretionary basis, and the firm also sub-advises several mutual funds and collective investment trusts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum fee varies by strategy: Small Cap Growth and SMID Hybrid Growth are up to 1.25%; Mid Cap Growth, SMID Core Growth, Leaders and Innovators, and Artificial Intelligence and Automation are up to 1.00%; SMID Select Growth is up to 1.10%. Fees are negotiable.