We’re a Boutique Small & Mid Cap Investment Management Firm
Our unique investment approach drives smarter decisions through behavioral finance.
At Stephens IMG, we are a boutique investment management firm specializing in small cap and mid cap growth. We partner with institutions and independent consultants, guided by the principle that earnings growth drives stock performance. We believe market inefficiencies in the small and mid cap space create opportunities for active managers to deliver long-term outperformance over the market cycle.
Our Strategies
Small Cap Management
We specialize in small cap investment management, identifying underappreciated companies poised to benefit from macro trends such as AI, policy shifts, and emerging opportunities. While small caps carry higher risk, they offer compelling growth potential, portfolio diversification, and access to early-stage return drivers.
Mid Cap Management
Our mid cap investment strategy aims for long-term capital appreciation by investing in U.S. mid-cap companies with strong growth, solid business models, and capable management. Drawing on small-cap expertise, the team leverages long-term familiarity to identify durable growth leaders.
Who We Partner With
We are specialized small and mid cap investment managers, trusted by consultants and institutional platforms for over 20 years.
Institutions
Stephens partners with institutional investors to deliver U.S. small and mid-cap growth strategies through a high-conviction, boutique approach backed by institutional scale.
Independent consultants
We partner closely with independent consultants, serving as a trusted and transparent partner, offering high-conviction growth strategies and institutional access with boutique agility.
Step 1
Collaborative Idea Generation
We leverage diverse team insights to identify and vet small and mid cap investment opportunities.
Step 2
Disciplined Research & Analysis
We combine objective data and experienced judgment to evaluate each investment.
Step 3
Execution & Portfolio Integration
We execute with precision, applying a repeatable process to build well-managed portfolios.
Why Stephens Investment Management?
- Team analysis of each equity
- Finding growth catalysts
- Unbiased objective process
- Proven track record achieving performance
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713-993-4555
About The Team
We bring a collaborative, team-based approach to investment management. Focused on small and mid cap growth, we rigorously research investments, seek clear catalysts, and stay true to our strategy—giving you confidence in our process and results.
Ryan E. Crane, CFA
Chief Investment Officer
John M. Thornton, CFA
Senior Portfolio Manager
Kelly Ranucci, CFA
Senior Portfolio Manager
Behavior Finance
Overconfidence, Anchoring, Confirmation Bias, Insufficient Adjustment.
Wall Street chronically underestimates the magnitude and duration of change.
"What the human being is best at doing is interpreting all new information so that their prior conclusions remain intact".
~ Warren Buffet
Work With Us
Work with us to uncover growth opportunities in small and mid cap equities through a research-driven, collaborative process designed to deliver long-term outperformance.
Insights
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