Robert T. Stephenson

Longwood Investment Advisors provides services to pension and profit sharing plans, charitable organizations, individuals, investment companies, pooled investment vehicles and corporations. They manage separate client-focused equity portfolios and hedge funds. Longwood focuses on the US public equity markets, investing in growth-oriented value stocks of small-cap and mid-cap companies. For their small cap growth portfolios, Longwood invests in companies with market capitalizations between $300 million and $1.3 billion. For their small/mid cap growth portfolios, the firm invests in companies with market capitalizations between $600 million and $4 billion. Longwood employs fundamental analysis with a bottom-up stock picking approach to create their portfolios. The firm benchmarks the performance of their portfolios against the Russell 2000 Growth Index and Russell 2500 Growth Index. They use in-house research to make their investments. Longwood is a GARP manager that invests in a limited number of attractive, high quality growth companies that they project will have above-average growth in earnings and ROE. They look to find companies in the early stages of dynamic change that will result in accelerating earnings growth. Investment decisions are based on one criterion: the price at which they buy the stock must be attractive to its long-term intrinsic value. Longwood conducts fundamental research and places a high priority on accurately assessing the intrinsic value of a business before making investments. Longwood's approach is bottom-up and the basis of their fundamental research comes from three sources: stock chart/valuation screening and experience.

JP Marvel offers a broad range of investment strategies. The firm combines proven, best-practice fundamentals with a tailored approach to ensure each client gets the most out of their investment.

Provides security brokerage services

Functions as a College/University

Provides Brokerage Services.

Functions as a College/University