Stephens Investment Management Group
THE POWER OF GROWTH®

NEWS



CITYWIREusa.com, April 24, 2019

"Research Radar: Seven newly AAA-rated managers", by Atholl Simpson

Citywire announced three sets of managers earning coveted AAA ratings for their risk-adjusted returns. The four members of the investment team, Ryan Crane, John Thornton, Kelly Ranucci & Sam Chase, rose up Citywire's ratings over the course of 2018, and clinched the top spot for their risk-adjusted returns, beating 132 rivals in the Mid Cap Growth category and earning a Citywire AAA rating. Citywire discussed how the team sub-advises the American Beacon Mid-Cap and Small-Cap Growth funds and has worked together for many years. Citywire also mentioned the team's process of incorporating behavioral finance techniques and their core growth focus.



PSN Top Guns Performers, March 31, 2019

"Stephens SMID Core Growth Separate Account Strategy Named 2 Stars Top Gun in the Mid Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.



PSN Top Guns Performers, March 31, 2019

"Stephens Mid Cap Growth Separate Account Strategy Named Bull/Bear Masters in the Mid Cap Universe"

Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio became the PSN Bull & Bear Masters products.




PSN Top Guns Performers, March 31, 2019

"Stephens SMID Hybrid Growth Separate Account Strategy Named 2 Stars Top Gun in the Mid Cap, Mid Growth, Small-Mid Cap and Small-Mid Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.




PSN Top Guns Performers, March 31, 2019

"Stephens SMID Hybrid Growth Separate Account Strategy Named 3 Stars Top Gun in the Mid Cap Mid Growth, Small-Mid Cap and Small-Mid Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for three year period.



PSN Top Guns Performers, March 31, 2019

"Stephens SMID Hybrid Growth Separate Account Strategy Named Bull/Bear Masters in the Small-Mid and Small-Mid Growth Universe"

Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio became the PSN Bull & Bear Masters products.


CITYWIREusa.com, March 20, 2019

"Mid-cap magic: 12 PMs posting top risk-adjusted returns", by Robert St. George

Citywire quoted Ryan Crane, Chief Investment Officer for Stephens Investment Management Group, regarding the market volatility from the fourth quarter of 2018. The four Portfolio Managers for the American Beacon Stephens Mid-Cap Growth Fund were recognized by Citywire for producing the best risk-adjusted returns in this category over the past three years.



PSN Top Guns Performers, December 31, 2018

"Stephens SMID Core Growth Separate Account Strategy Named 2 Stars Top Gun in the Mid Cap, Mid Growth, Small-Mid Cap, Small-Mid Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.



PSN Top Guns Performers, December 31, 2018

"Stephens SMID Core Growth Separate Account Strategy Named Bull/Bear Masters in the Small-Mid Growth Universe"

Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio became the PSN Bull & Bear Masters products.



PSN Top Guns Performers, December 31, 2018

"Stephens SMID Core Growth Separate Account Strategy Named 1 Stars Top Gun in the Small-Mid Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on quarterly returns.



PSN Top Guns Performers, December 31, 2018

"Stephens Mid Cap Growth Separate Account Strategy Named Top Gun of the Decade in the Mid Cap and Mid Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest ten year period. Moreover, products must have returns greater than the style benchmark for the latest ten year period and also Standard Deviation less than the style benchmark for the latest ten year period. At this point, the top ten performers for the latest 10 year period become the PSN Top Guns of the Decade.

PSN Top Guns Performers, December 31, 2018

"Stephens SMID Select Growth Separate Account Strategy Named 2 Stars Top Gun in the Mid Cap, Mid Growth, Small-Mid Cap, Small-Mid Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.



PSN Top Guns Performers, December 31, 2018

"Stephens SMID Select Growth Separate Account Strategy Named 3 Stars Top Gun in the Mid Growth, Small-Mid Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for three year period.



PSN Top Guns Performers, December 31, 2018

"Stephens SMID Hybrid Growth Separate Account Strategy Named 2 Stars Top Gun in the Mid Growth, Small-Mid Cap, Small-Mid Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.



PSN Top Guns Performers, December 31, 2018

"Stephens SMID Hybrid Separate Account Strategy Named 3 Stars Top Gun in the Small-Mid Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for three year period.


PSN Top Guns Performers, September 30, 2018
"Stephens SMID Select Growth Separate Account Strategy Named 1 STAR TOP GUN in the Mid Cap Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on quarterly returns.


PSN Top Guns Performers, September 30, 2018

"Stephens SMID Select Growth Separate Account Strategy Named 2 STARS TOP GUN in the Mid Cap Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.


PSN Top Guns Performers, September 30, 2018

"Stephens SMID Select Growth Separate Account Strategy Named 3 STARS TOP GUN in the Mid Cap Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for three year period.


PSN Top Guns Performers, September 30, 2018

"Stephens SMID Select Growth Separate Account Strategy Named 1 STAR TOP GUN in the Mid Cap Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on quarterly returns.


PSN Top Guns Performers, September 30, 2018

"Stephens SMID Select Growth Separate Account Strategy Named 2 STARS TOP GUN in the Mid Cap Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.


PSN Top Guns Performers, September 30, 2018

"Stephens SMID Select Growth Separate Account Strategy Named 3 STARS TOP GUN in the Mid Cap Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for three year period.


PSN Top Guns Performers, June 30, 2018

"Stephens SMID Select Growth Separate Account Strategy Named 1 STAR TOP GUN in the Mid Cap Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on quarterly returns.


PSN Top Guns Performers, June 30, 2018

"Stephens SMID Select Growth Separate Account Strategy Named 2 STARS TOP GUN in the Mid Cap Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.



PSN Top Guns Performers, June 30, 2018

"Stephens SMID Select Growth Separate Account Strategy Named 1 STAR TOP GUN in the Mid Cap Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on quarterly returns.



PSN Top Guns Performers, June 30, 2018

"Stephens SMID Select Growth Separate Account Strategy Named 2 STARS TOP GUN in the Mid Cap Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.


PSN Top Guns Performers, March 31, 2018

"Stephens Mid Cap Growth Separate Account Strategy Named Bull/Bear Masters in the Mid Cap Growth Universe"

Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio became the PSN Bull & Bear Masters products.


PSN Top Guns Performers, March 31, 2018

"Stephens SMID Select Growth Separate Account Strategy Named 1 STAR TOP GUN in the Small Cap Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on quarterly returns.


PSN Top Guns Performers, March 31, 2018

"Stephens Leaders & Innovators Growth Separate Account Strategy Named 3 STAR TOP GUN in the All Cap Growth Universe"

The PSN universes were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for three year period.



CITYWIREusa.com, October 3, 2017
"Boutique of the week: Texas shop risks a verse for poetic profits", by Andrew Jones
Citywire interviewed Ryan Crane, Chief Investment Officer for Stephens Investment Management Group, about the American Beacon Stephens Mid-Cap Growth Fund. Mr. Crane discusses the firm and investment team's history, their investment process, and how the investment team simplifies the complex process of fundamental research to reach their investment thesis in a company.

© Stephens Investment Management Group, LLC | 9 Greenway Plaza, Suite 1900, Houston, TX 77046

Contact Us | Your Privacy | Terms and Conditions |
Business Continuity | SIMG Form ADV Brochure | Customer Relationship Summary