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Stephen W. Lyford
Analyst-Equity chez
Nicholas Investment Partners LP
Profil
Mr. Stephen W.
Lyford is a Senior Research Analyst at Nicholas Investment Partners LP.
He joined the firm in January 2024.
In his role, he will focus on small and mid-cap companies as a generalist research analyst on the investment team.
His responsibilities include conducting and communicating fundamental and technical research on specific stocks and broad sector coverage.
He has over 20 years of investment experience.
Mr. Lyford extensive portfolio management experience includes his tenure at Pier 73 Capital LLC, where he was the Founder and Portfolio Manager (May 2021 to December 2022).
During his tenure at Allianz Global Investors (December 2005 to May 2020), Stephen's accomplishments were notable as he progressed from an Investment Analyst to a Director/Lead Portfolio Manager where he led the performance turnaround of a US Small Cap Growth equity fund, co-managed a US Small Cap Blend equity fund with over $100 million in assets.
His earlier roles at Allianz included overseeing investment research, portfolio construction, and trading decisions for various equity funds, and conducting detailed investment analysis and equity buy/sell recommendations.
He also previously held an Investment Analyst role at Duncan Hurst Capital Management (July 2002 to February 2005).
He holds an MBA in Finance from UCLA Anderson School of Management and a Bachelor of Science in Economics from Southern Methodist University.
Postes actifs de Stephen W. Lyford
| Sociétés | Poste | Début |
|---|---|---|
Nicholas Investment Partners LP
 Nicholas Investment Partners LP Investment ManagersFinance NIP specializes in dynamically growing small- and mid-cap companies. The firm offers capacity-constrained strategies in both equities and convertible bonds and dedicated sector portfolios. They capitalize on an active, disciplined, and forward-looking investment process. The core tenants of the firm’s investment philosophy typically led them to invest in companies and industries with the greatest innovation and most rapid growth. They seek to invest in those companies with the potential to be the winner within each vertical, while diversifying the portfolio across multiple industries and themes. | Analyst-Equity | 01/01/2024 |
Anciens postes connus de Stephen W. Lyford
| Sociétés | Poste | Fin |
|---|---|---|
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging. | Analyst-Equity | 01/05/2020 |
Nicholas-Applegate Capital Management
 Nicholas-Applegate Capital Management Investment ManagersFinance Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate. | Analyst-Equity | 30/04/2010 |
Duncan-Hurst Capital Management, Inc.
 Duncan-Hurst Capital Management, Inc. Investment ManagersFinance Duncan-Hurst Capital Management (DHCM) focuses on investments in small-cap and mid-cap growth companies. The firm seeks to invest in the stocks of companies with improving earnings due to a fundamental, sustainable catalyst whose stock is currently outperforming the overall market. DHCM screens companies based on earnings momentum and relative price strength and then uses fundamental research to select investments. | Analyst-Equity | 28/02/2005 |
Crow Holdings, Inc.
 Crow Holdings, Inc. Investment ManagersFinance Crow Holdings pursues compelling investment opportunities through a range of strategies, product types, and ventures, consistently seeking to create value for its investors, partners, and communities. The firm has consistent, methodical investment approach driven by long-term secular trends and a proven ability to tactically capitalize on unique market opportunities. | Corporate Officer/Principal | 31/07/2000 |
Trammell Crow Co. LLC
 Trammell Crow Co. LLC Real Estate DevelopmentFinance Provides commercial real estate development services | Corporate Officer/Principal | 31/12/1997 |
Formation de Stephen W. Lyford
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate. | Finance |
Trammell Crow Co. LLC
Trammell Crow Co. LLC Real Estate DevelopmentFinance Provides commercial real estate development services | Finance |
Duncan-Hurst Capital Management, Inc.
Duncan-Hurst Capital Management, Inc. Investment ManagersFinance Duncan-Hurst Capital Management (DHCM) focuses on investments in small-cap and mid-cap growth companies. The firm seeks to invest in the stocks of companies with improving earnings due to a fundamental, sustainable catalyst whose stock is currently outperforming the overall market. DHCM screens companies based on earnings momentum and relative price strength and then uses fundamental research to select investments. | Finance |
Nicholas Investment Partners LP
Nicholas Investment Partners LP Investment ManagersFinance NIP specializes in dynamically growing small- and mid-cap companies. The firm offers capacity-constrained strategies in both equities and convertible bonds and dedicated sector portfolios. They capitalize on an active, disciplined, and forward-looking investment process. The core tenants of the firm’s investment philosophy typically led them to invest in companies and industries with the greatest innovation and most rapid growth. They seek to invest in those companies with the potential to be the winner within each vertical, while diversifying the portfolio across multiple industries and themes. | Finance |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Crow Holdings, Inc.
Crow Holdings, Inc. Investment ManagersFinance Crow Holdings pursues compelling investment opportunities through a range of strategies, product types, and ventures, consistently seeking to create value for its investors, partners, and communities. The firm has consistent, methodical investment approach driven by long-term secular trends and a proven ability to tactically capitalize on unique market opportunities. | Finance |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance AllianzGI US manages client portfolios (directly or through model delivery and wrap fee programs) using traditional and systematic processes across various investment strategies. The firm offers an array of US equity strategies that vary across style and market-cap ranges. Their high yield bond and convertibles strategies employ a fundamental bottom-up process that seeks the early identification of high yield issuers that exhibit the potential for improving fundamental characteristics. AllianzGI US employs rigorous fundamental research and capital structure analysis to construct portfolios that consist of the best companies from a risk/return standpoint. They also offer alternative investment strategies that are designed to achieve absolute return, alpha enhancement and beta hedging. | Finance |
