At the 2024 Quality-Growth Investor Conference in Westminster, Christopher Rossbach, Co-Founder, Managing Partner, and Chief Investment Officer of J. Stern & Co., shared his insights on the importance of quality in technology investments. J. Stern & Co., a private investment partnership based in London and Zurich, manages $2 billion in assets, focusing on global high-quality mega-cap stocks. Rossbach’s presentation revolved around the firm’s disciplined approach to identifying companies with enduring competitive advantages.
Investment Criteria
Rossbach emphasized J. Stern & Co.’s commitment to investing in companies with sustainable qualities that can drive long-term success. The firm focuses on four key characteristics when evaluating potential investments:
- Strong Sustainable Competitive Position: The companies must have a durable advantage over competitors, ensuring that their...
