Profile
Mr. Spencer, CFA, holds a BS and an MBA from Brigham Young University and has professional investment experience dating back to 1985.
He is also Chairman of the Equity Investment Team.
He has had primary responsibility for the day-to-day management of the Mid Cap Stock Funds since March 2001, and has co-managed both Mid Cap Funds since their inception.
In managing the Mid Cap Stock Funds, Mr. Spencer employs a buy-and-hold strategy, focusing on fundamentally strong mid-sized companies that are undervalued and can increase their earnings consistently over time.
He looks for businesses with solid management, a competitive advantage, and the resources to maintain superior cash flow and profitability over the long term.
As part of the large-cap asset management team, he incorporates a similar style in the management of the Growth & Income Funds, focusing on a value style of stock selection-buying solid companies at attractive valuations.
Former positions of Stephen Q. Spencer
| Companies | Position | End |
|---|---|---|
Edge Asset Management, Inc.
 Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Head-Equity Investments | 29/04/2008 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Edge Asset Management, Inc.
Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Finance |
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