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QGIC-NY 2025: Christopher Rossbach Of J. Stern Says These Stocks Have Massive Moats; Buy Nvidia

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Jacob Wolinsky
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Quality-Growth Investor Conference 2025 Active Trades 2023-2024
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At the Quality-Growth Investor Conference 2025, in New York, Christopher Rossbach, Managing Partner and Chief Investment Officer at J. Stern & Co., shared insights into the firm’s investment approach. He discussed their recent U.S. fund launch, their long/short strategy, and how they define and invest in high-quality companies.

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Investment Approach and Philosophy

We recently launched our U.S. fund and received registration for a long/short fund.

I consider myself a bit of a lunatic—between geopolitics, macroeconomics, and markets, everything may be okay in the end. But I am in good company because many people here are also lunatics—we invest in real companies,...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available.FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid