Stephens Capital Management (SCM) provides our clients with
discretionary management of both equity and fixed income assets.
The assets managed by SCM have grown considerably because we are
able to adapt our strategies to a changing financial environment
while maintaining a focus on long-term growth and capital
Our equity investment objective will invest in a diversified
portfolio of stocks that may include large, medium and small
capitalization stocks generally through investments in pooled
equity investment products such as mutual funds or exchange traded
funds. This strategy seeks to be invested in equity
securities at all times.
income strategy is based upon our analysis of Federal Reserve
monetary policy as it relates to intermediate-term trends in
inflation and interest rates.
The FAQ section of our site provides important details on Stephens
Fixed Income investment approach. Also available online are
Quarterly Letters and up-to-date Product Performance
The balanced strategy will have a diversified portfolio, with an
agreed allocation of portfolio assets in growth equity securities,
value equity securities and fixed income securities. The
portfolio may also include some exposure to alternative asset
classes, such as energy, real-estate, emerging markets or other
alternative investment asset classes.