Stephen Clapham

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Stephen Clapham

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Born
Glasgow, The United Kingdom
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Too many to list, but many investors have helped me throughout my care ...more

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October 2015


Stephen (Steve) Clapham is the founder of Behind the Balance Sheet (https://behindthebalancesheet.com/), an investment research and training consultancy, which produces bespoke research and runs training courses for a select group of institutional clients. Steve’s Forensic Accounting Training Programme launched in June 2018, and in its first two years some 300 professional investment analysts and portfolio managers at some of the biggest funds in the UK took the course, which has been enthusiastically received. The course is unusual in that it looks at the issue of financial manipulation from a practitioner’s perspective, and has over 150 real life examples of accounting chicanery from around the world.

Steve spent some 20 years as an equit
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Stephen Clapham The genesis of this book was a notebook I maintained when I moved to the hedge funds and kept note son useful techniques I could use to improve my ana…moreThe genesis of this book was a notebook I maintained when I moved to the hedge funds and kept note son useful techniques I could use to improve my analysis. When the 80 pages were filled, I thought that perhaps others would enjoy these learnings and discoveries.(less)
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#51 – The Franchise Fan

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Published on September 18, 2025 00:39
Nomad Investment ...
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#51 – The Franchise Fan

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Stephen Clapham has read
Pause to Think by Jaime  Lester
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Surviving to Drive by Guenther Steiner
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“reasons. Water is a well-known resource that is becoming scarcer globally – too much is used, much is wasted, and aquifers are running low. It is a fertile field for investment. Yet, water shares have generally underperformed. Certain water-sensitive stocks which are highly likely to see significant increases in demand for their products over the long term can be”
Stephen Clapham, The Smart Money Method: How to pick stocks like a hedge fund pro

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