General Investing >> Money Manager Interviews >> March 9, 2009
Joseph E. Stocke is a Managing Partner and Chief Investment Officer at
StoneRidge Investment Partners, LLC. He has over 25 years of investment
experience. His responsibilities include small cap and large cap equity
portfolio management, and as a sector specialist, he is responsible for research
and stock selection for the healthcare, consumer discretionary and consumer
staples sectors. In addition to being one of the founding members, the Senior
Investment Manager and the Chief Equity Strategist at Meridian Investment
Company, Mr. Stocke maintained sector analytical and portfolio management
responsibilities. Prior to joining Meridian in 1984, Mr. Stocke worked for Dean
Witter Reynolds. Mr. Stocke received his BS degree from the Wharton School,
University of Pennsylvania. He is a member of the Institute of Chartered
Financial Analysts and the Financial Analysts Federation of Philadelphia. Profile
TWST: Please give us a brief overview of StoneRidge Investment Partners and the investment philosophy there.
Mr. Stocke: We are focused on a combination of strong, bottom-up, fundamental