Fourthstone
Overview
Fourthstone is an SEC-registered investment management firm based in St. Louis, Missouri, specializing in financial sector opportunities. Founded in 2013 by Phil and Amy Stone, the firm has developed a strong track record in managing investments across various market capitalizations and geographies, delivering attractive absolute and relative performance. Significant internal capital creates a strong alignment of interests with firm clients. The firm's investment philosophy emphasizes a high margin of safety, attractive relative value, and catalysts to drive total return. Their strategies include the Opportunity Strategy, focusing on bank equities with a 13-year track record, and the Small-Cap Financials Strategy, investing in micro- and small-cap banks since 2013. Both strategies employ disciplined capital raising and equal treatment for all investors. Fourthstone is dedicated to conducting itself in alignment with fiduciary standards and addresses environmental, social, and governance (ESG) issues as a crucial part of investment risk management. The firm believes mitigating ESG risks strengthens downside protection for investment returns and enhances investor reputations, working collaboratively with clients to develop custom ESG solutions as needed.
Investment Focus
- Accredited Investors
- Institutional Investors
Portfolio Companies
Reach Fourthstone directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Fourthstone
What sectors does Fourthstone invest in?
Fourthstone invests in Financial Services and Real Estate, and is based in Missouri, United States. Fourthstone is listed as a private investment firm in the ConnectSafely investor database.
What stage does Fourthstone invest at?
Fourthstone backs companies at Growth, Late Stage and Buyout, writing cheques of 10M - 50M.
Which regions does Fourthstone invest in?
Fourthstone invests across United States.
What companies has Fourthstone invested in?
Fourthstone's portfolio includes First United Corp, First National Corp, Old Point Financial Corp, Alpine Banks of Colorado, Citizens Bancorp and Fentura Financial Inc.
Last updated · Source: ConnectSafely investor database
