Stephen HesterEditor, Wide Moat Research

Stephen Hester

Stephen Hester is a professional equity analyst with a Wall Street background who now helps average investors achieve income safely.

His career in the financial market began in the hedge fund industry. From there, it evolved into more complex and alternative investment analysis for large financial institutions.

His latest role was as director of due diligence at two $200 billion-plus independent broker/dealer networks. In the past decade, he has presented institutional-quality analysis on commercial and residential real estate, tax-driven special situations, private equity, private debt, and traditional and renewable energy in over 100 investment committees. He’s also won risk-management awards as a professional trader.

Stephen has examined all types of investments for some of the largest broker/dealers in the country, including the Blackstone Group, KKR, Brookfield Asset Management, Apollo Global Management, the Carlyle Group, and more. Working as a professional due diligence officer, he studied the strategies of the largest and most successful firms on Wall Street.

He’s also authored publications on regulations, private and public company investment analysis, and advanced engineering applications. He has a bachelor’s degree in economics and master’s in energy and earth resources from the University of Texas at Austin. Stephen is a CFA charterholder.

Stephen Hester’s Research Services

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How Small-Caps Will Prevail In 2023

Intelligent investors don’t act on a short-term change in market trends, but the long-term picture and it says small-caps are destined to outperform…

Beat Inflation This Holiday Season with a Basket of REITs

Stephen Hester shares a great value pick and explains why the companies it includes will help you fight inflation....

Bearing Bad News, This Company Remains Poised for Success

A strong team behind your investments ensures you reap profits, so when things go awry like now, they’ll make...

Make Their Headwinds Your Tailwinds

Spotting the best deals on stocks means taking action before sentiment turns around again, and these are the criteria...

Bubbles Form and Pop, Fundamentals Never Go Out of Fashion

Doing your due diligence doesn’t need to be complicated, and these three steps can help you narrow your investments...

When “Risk-Free” Comes With a Lot of Risk

Today, analyst Stephen Hester shows you why most bonds aren’t as safe as the 60/40 model would have you...

The Inflation and Recession Prep You Need for Your Portfolio

What’s happened in the markets for the past few years has been chipping away at your wealth and the...

A Decade on Wall Street Taught Me This Recession-Proof Trick

Wide Moat analyst Stephen Hester shares his experience and wisdom from what he learned working with some of the...