Top 10 Stock Picks of Jose Fernandez's Stepstone Group
In this article, we will be taking a look at the top 10 stock picks of Jose Fernandez's Stepstone Group.
StepStone Group LP is a global private markets firm that specializes in providing tailored investment solutions, portfolio monitoring, and advisory services to investors worldwide. The firm's expertise spans primary fund investments, secondary fund investments, and co-investments across private equity, real estate, infrastructure, real assets, and private debt.
Jose Fernandez serves as Co-COO at StepStone Group and plays a pivotal role in the private equity team, focusing on US-based small market managers and Latin American investments. He is actively engaged in the firm's ESG and diversity initiatives, alongside various investment activities, and holds a seat on the board of directors. Prior to co-founding StepStone, Mr. Fernandez held the position of managing director at Pacific Corporate Group, specializing in private equity investments for institutional investors. He also gained valuable experience at Latham and Watkins LLP's private equity/investment fund group, where his practice centered on joint ventures and the structuring, negotiation, and operation of pooled investment vehicles like private equity funds. Mr. Fernandez earned his BA from the University of Michigan, Ann Arbor, and his JD from Stanford Law School.
As of January 2024, StepStone Group advises 413 clients with discretionary assets under management (AUM) totaling $68.5 billion. Their Q1 2024 13F filing reported $471.6 million in managed 13F securities, with a top 10 holdings concentration of 96.96%. The firm's largest holding is Dun & Bradstreet Holdings, Inc., with 20,742,226 shares.
