Stephen Lyford

Senior Investment Analyst @Nicholas Investment Partners, L.P

San Diego, CA, US
EMAILS
s••••••@nicpartners.com
MOBILE NUMBERS
+16•••••••59

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WORK HISTORY

Jan 2024 — Present

Senior Investment Analyst @Nicholas Investment Partners, L.P

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San Diego, CA, US

Conducted investment analysis across sectors and industries, focusing on small to mid-cap consumer, industrials, healthcare, and technology equities.• Provided company, sector, factor, and thematic level research and white papers.• Engaged with company management, sell-side analysts, and industry experts to enhance investment research and decision-making.

EDUCATION

N/A

Southern Methodist University

BBA/BS, Finance/Economics

N/A

UCLA Anderson School of Management

MBA, Finance

SKILLS

Stock ResearchSmall CapFinanceEquity ValuationFinancial ModelingMutual FundsHedge FundsPortfolio ManagementFactsetStock PickingBloombergAsset ManagementMicro Cap Equity Investing and ResearchAsset ManagmentWondaInvestmentsEquity ResearchInvestment StrategiesFinancial AnalysisSmall Cap Equity Investment and ResearchEquitiesUs Equities

ABOUT STEPHEN LYFORD

Investment fund manager with significant experience in the areas of investment analysis, capital fundraising, and institutional/retail investor client relations.

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