General Investing >> Money Manager Interviews >> March 9, 2009

Investing In Large Cap Equities – Joseph E. Stocke – Stoneridge Investment Partners, Llc

Joseph E. Stocke is a Managing Partner and Chief Investment Officer at StoneRidge Investment Partners, LLC. He has over 25 years of investment experience. His responsibilities include small cap and large cap equity portfolio management, and as a sector specialist, he is responsible for research and stock selection for the healthcare, consumer discretionary and consumer staples sectors. In addition to being one of the founding members, the Senior Investment Manager and the Chief Equity Strategist at Meridian Investment Company, Mr. Stocke maintained sector analytical and portfolio management responsibilities. Prior to joining Meridian in 1984, Mr. Stocke worked for Dean Witter Reynolds. Mr. Stocke received his BS degree from the Wharton School, University of Pennsylvania. He is a member of the Institute of Chartered Financial Analysts and the Financial Analysts Federation of Philadelphia. Profile
TWST: Please give us a brief overview of StoneRidge Investment Partners and the

investment philosophy there.

Mr. Stocke: We are focused on a combination of strong, bottom-up, fundamental