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J. Stern & Co. LLP
Jérôme Stern · Asset Manager · Value
J. Stern & Co. LLP is a London-based investment partnership and multi-family office founded in 2012, continuing the 200-year banking and investment heritage of the Stern family. The firm manages approximately $1.9 billion in assets, focusing on a long-term, high-quality, and value-oriented investment strategy. It offers concentrated global equity portfolios, multi-asset income strategies, and emerging market debt capabilities to the Stern family, other families, and institutional investors. With offices in London, Zurich, New York, and Malta, the firm emphasizes independent research and capital preservation, often investing the family's own capital alongside its clients to ensure alignment of interests.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +7.0% |
| YTD return | +3.6% |
| Sharpe ratio | 2.61 |
| Win rate | 58% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.jsternco.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 12.4% | +19.8% |
| GOOGL | Alphabet Inc Class A | 9.7% | +43.8% |
| AMZN | Amazon.com Inc | 8.1% | +16.4% |
| APH | Amphenol Corporation | 7.4% | +27.6% |
| ETN | Eaton Corporation PLC | 6.5% | +16.2% |
| META | Meta Platforms Inc. | 6.4% | +6.0% |
| MA | Mastercard Inc | 6.1% | +0.6% |
| RTX | Raytheon Technologies Corp | 5.4% | +15.7% |
| ICE | Intercontinental Exchange Inc | 4.9% | -3.0% |
| CRM | Salesforce.com Inc | 4.6% | +0.1% |
| AMT | American Tower Corp | 3.4% | -7.7% |
| DIS | Walt Disney Company | 3.2% | -6.5% |
| ASML | ASML Holding NV ADR | 3.1% | -1.9% |
| ABT | Abbott Laboratories | 3.0% | -18.4% |
| TMO | Thermo Fisher Scientific Inc | 3.0% | +21.8% |
| HON | Honeywell International Inc | 2.8% | -46.9% |
| XYL | Xylem Inc | 2.8% | -26.0% |
| NKE | Nike Inc | 2.6% | -40.6% |
| OTIS | Otis Worldwide Corp | 2.5% | -27.3% |
| HONA | Honeywell Aerospace Inc | 2.1% | +4.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | XYL | 2.8% → 2.8% |
| Sep 14, 2026 | SELL | HONA | 2.2% → 2.1% |
| Sep 14, 2026 | BUY | ASML | 3.0% → 3.1% |
| Sep 14, 2026 | BUY | RTX | 5.7% → 5.4% |
| Sep 14, 2026 | BUY | NVDA | 12.2% → 12.4% |
Investment Style Analysis
J. Stern & Co. LLP is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, J. Stern & Co. LLP made a significant move by reducing the position in XYL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy is rooted in the multigenerational banking tradition of the Stern family, emphasizing a long-term "quality and value" approach. This strategy involves identifying high-quality global companies with sustainable competitive advantages, strong management teams, and the resilience to thrive across economic cycles. J. Stern & Co. conducts intensive, in-house fundamental research to construct concentrated, benchmark-agnostic portfolios. A core tenet is the alignment of interests, achieved by the Stern family and the firm's partners investing significantly in the same strategies as their clients, prioritizing long-term capital growth and wealth preservation.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with J. Stern & Co. LLP.
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Frequently asked questions
How is the simulated portfolio for J. Stern & Co. LLP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is J. Stern & Co. LLP's largest holding?
As of the latest filing, J. Stern & Co. LLP's top position is NVIDIA Corporation (NVDA), representing 12.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is J. Stern & Co. LLP's historical performance and risk profile?
Our simulation indicates a total return of +7.0% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of 2.61, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does J. Stern & Co. LLP primarily invest in?
J. Stern & Co. LLP has a strong preference for the Internet Content & Information sector, which makes up 16.1% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is J. Stern & Co. LLP's portfolio concentrated or diversified?
J. Stern & Co. LLP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has J. Stern & Co. LLP performed in 2026?
Our AI-simulated model portfolio for J. Stern & Co. LLP tracks a Year-to-Date (YTD) return of +3.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jérôme Stern manage J. Stern & Co. LLP directly?
Yes, Jérôme Stern serves as the key portfolio manager for J. Stern & Co. LLP, overseeing the investment strategy and final capital allocation decisions.