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Profile
Mr. Stephen J.
Bowen is Portfolio Manager & Research Analyst at Kalmar Investments, Inc. He has over 16 years of experience in investment research and portfolio management.
He joined Kalmar Investments in 2009 as a member of the investment team.
After 13 years of operating management experience with a Fortune 500 industrial distribution company, Mr. Bowen began his investment career in 2000 with First Analysis, Inc. a venture capital and research firm.
As a Vice President and General Partner, Mr. Bowen was responsible for leading the investment research and decision process for early stage software companies, as well as acting as a strategic planning advisor for the boards of several portfolio companies.
In 2002, he joined Downtown Associates, a hedge fund partnership focused on small growth companies, as a Principal and member of the Equity Investment Team.
There, Mr. Bowen was responsible for investment idea generation, original research and portfolio decisions for assets in excess of $100 million.
Mr. Bowen received a BS with concentration in Finance and Economics from the University of Kansas and an MBA from DePaul University.
Former positions of Stephen James Bowen
| Companies | Position | End |
|---|---|---|
Kalmar Investments, Inc.
 Kalmar Investments, Inc. Investment ManagersFinance Kalmar Investments' focuses on discretionary management of long-only, separately managed equity portfolios for the firm’s clients. The firm manages client investment portfolios in a growth company investment style that the firm refers to as “Growth-with-Value”. This investment style is offered in three distinct investment offerings/strategies: Small Cap, SMid Cap, and Mid Cap portfolios. Portfolios are well diversified and are predominantly comprised of U.S. based businesses whose common stocks are actively traded on public exchanges in the U.S. Kalmar's investment strategies are driven primarily by their proprietary bottom-up, fundamental investment approach. This research seeks to identify: (1) good businesses that are expected to improve the quality of their business characteristics; (2) business that are expected to sustain future revenue and earnings growth rates over the next two years or more that are substantially greater than the broad rate of economic growth; and (3) businesses that have stocks trading at valuation levels that Kalmar believes can expand over a two-year or longer investment horizon if the business value of the enterprise grows as expected. | Analyst-Equity | 30/06/2017 |
Downtown Associates LLC
 Downtown Associates LLC Investment ManagersFinance Downtown Associates invests primarily in small cap growth stocks all within a concentrated portfolio. Based on their intensive quantitative and qualitative research, they purchase select companies at deep value entry points to their intrinsic value. Downtown Associates believes their portfolio holdings exhibit strong growth potential over a three to five year period. | Analyst-Equity | 30/09/2007 |
Training of Stephen James Bowen
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
81
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Kalmar Investments, Inc.
Kalmar Investments, Inc. Investment ManagersFinance Kalmar Investments' focuses on discretionary management of long-only, separately managed equity portfolios for the firm’s clients. The firm manages client investment portfolios in a growth company investment style that the firm refers to as “Growth-with-Value”. This investment style is offered in three distinct investment offerings/strategies: Small Cap, SMid Cap, and Mid Cap portfolios. Portfolios are well diversified and are predominantly comprised of U.S. based businesses whose common stocks are actively traded on public exchanges in the U.S. Kalmar's investment strategies are driven primarily by their proprietary bottom-up, fundamental investment approach. This research seeks to identify: (1) good businesses that are expected to improve the quality of their business characteristics; (2) business that are expected to sustain future revenue and earnings growth rates over the next two years or more that are substantially greater than the broad rate of economic growth; and (3) businesses that have stocks trading at valuation levels that Kalmar believes can expand over a two-year or longer investment horizon if the business value of the enterprise grows as expected. | Finance |
Downtown Associates LLC
Downtown Associates LLC Investment ManagersFinance Downtown Associates invests primarily in small cap growth stocks all within a concentrated portfolio. Based on their intensive quantitative and qualitative research, they purchase select companies at deep value entry points to their intrinsic value. Downtown Associates believes their portfolio holdings exhibit strong growth potential over a three to five year period. | Finance |
DePaul University
 DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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