Jerome Stern

Co-Founder and Managing Partner of investment partnership J. Stern & Co.

[Jerome Stern @stern_jerome]

#ESG analysis in #emergingmarkets presents both a challenge and an opportunity. Companies are often a few steps behind and #governance-related issues are particularly important. @JSternCo Partner Katerina Kosmopoulou talks to @bloomberg reporter @lisapham https://t.co/NbqIJ74rFW

[J. Stern & Co. @JSternCo]

New J. Stern & Co. Insight - Streaming wars: Disney’s march gathers pace
https://t.co/Revucr6fwT
#streaming #Disney #Insight

[J. Stern & Co. @JSternCo]

In today's Mail on Sunday @jeffprestridge reports our analysis of the long-term returns offered by markets, showing that it is hard to find periods in which investors did not generate returns of 8% per annum over 5 years
https://t.co/CuRDoM24y9
#fundmanagement #longterminvesting

[Jerome Stern @stern_jerome]

Congratulations to @JSternCo's football finance specialist, @ebrukoksal1 CFA.
Ebru has scored another great role, with her appointment to the Australian Professional League's Board of Directors as Football Australia’s nominated board appointment.
https://t.co/trRLBP6EwJ

[Jerome Stern @stern_jerome]

@CristianGeo7 But unsurprising given very encouraging recent drilling results at #PGR’ Mata Mora and stabilising Argentinian political and economic situation. #Mercuria can and should pay much more, given the #Upside #Valueinvesting (4/4)

[Jerome Stern @stern_jerome]

@CristianGeo7 And also much cheaper than the conversion prices of #PGR’s existing #Mercuria-granted credit facilities of 45p, 28p and 23p respectively (3/4)

[Jerome Stern @stern_jerome]

@OilGasTracker But unsurprising given very encouraging recent drilling results at #PGR’ Mata Mora and stabilising Argentinian political and economic situation. #Mercuria can and should pay much more, given the #Upside #Valueinvesting (4/4)

[Jerome Stern @stern_jerome]

@OilGasTracker And also much cheaper than the conversion prices of #PGR’s existing #Mercuria-granted credit facilities of 45p, 28p and 23p respectively (3/4)

[Jerome Stern @stern_jerome]

“It is pretty clear, after the robust jobs data, that #thefed will have the mandate to increase #interestrates at an aggressive pace."
Katerina Kosmopoulou speaks to @naomi_rovnick at @FinancialTimes for the morning's Market Briefing column.
https://t.co/k5jYvseCVe

[Jerome Stern @stern_jerome]

“Investment decisions should be formed by focusing on what companies are doing and the opportunities they are seeing, rather than being swayed by macroeconomic conditions"
@ChrisRossbach speaks with @FTAdviser on 'building portfolios in turbulent times.'
https://t.co/EwhYpv9igG

[J. Stern & Co. @JSternCo]

New J. Stern & Co. Insight - Luxury brands, NFTs and the metaverse
https://t.co/mkPxg4DauX
#luxury #luxurybrands #nfts #metaverse

[J. Stern & Co. @JSternCo]

It was good to catch up with so many friends at the Quality-Growth Investor Conference. As CIO @ChrisRossbach reminded everyone, quality and value continue to be essential conditions for @JSternCo to invest. Never has that been truer than at this time.
https://t.co/3MJ9LKg26v

[Jerome Stern @stern_jerome]

It was good to catch up with so many friends at the Quality-Growth Investor Conference. As CIO @ChrisRossbach reminded everyone, quality and value continue to be essential conditions for @JSternCo to invest. Never has that been truer than at this time.
https://t.co/CZFvdCmgRV

[Jerome Stern @stern_jerome]

If a company can show it has the pricing power to offset #inflation as well as the #innovation required to grow, it will be well-positioned for what comes next."
In this column for @MoneyWeek, CIO @ChrisRossbach highlights three high quality stock picks
https://t.co/ornGyQdVTb

[Jerome Stern @stern_jerome]

At @JSternCo we have always stressed the merits of investing for the longer term. As our CIO @ChrisRossbach tells @davidbrenchley, “If your holding period is five years or more, then the chance of losing money is next to none.”
https://t.co/eOkgCcN6RY

[Jerome Stern @stern_jerome]

What’s it like to take the #cfainstitute Certificate in #ESG Investing?
Katerina Kosmopoulou, Partner @JSternCo and Board member of CFA Society UK shares her 'fun and informative' experience studying and sitting the exam.
https://t.co/UWCZlPMIXR