GRACE & WHITE INC Overview

Grace & White Inc is an investment advisor that manages 797.5 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 449MM in positions, representing 56% of the manager's regulatory AUM.

GRACE & WHITE INC StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GRACE & WHITE INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UNM 4.9% Financials 24.07% -0.09% 0 10%
RE 3.43% Financials 13.52% -0.1% 0 7%
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GRACE & WHITE INC Founders and Key Employees

Name Title In Position Since
Gerald I. White President,Dir.,Treas.,Chief Compliance Officer February-1977
Oliver R. Grace Inactive Investor February-1977
Ruth G. Jervis Inactive Investor February-1977
Anne G. Kelly Inactive Investor February-1977
Gwendolyn Grace Inactive Investor February-1977
Lori L. Grace Inactive Investor February-1977
Marc E. Ravitz Executive Vice President,Dir., Super Account Administrator July-2006
Ashwinpaul C. Sondhi Director May-1994
Lola N. Grace Inactive Investor December-2008

GRACE & WHITE INC Brokers, Custodians, Auditors and Administrators

Type Company

GRACE & WHITE INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Grace & White makes investment decisions based on fundamental analysis using:

• annual reports, prospectuses and filings with the SEC,

• company press releases, meetings, and conference calls,

• financial newspapers and magazines,

• inspections of corporate activities,

• research materials prepared by others,

Grace & White selects investments for clients based on its own analysis of the business prospects and financial condition of the company. It generally seeks companies that use conservative accounting methods and do not employ excessive leverage (borrowing) or engage in high-risk activities. It tends to focus on the shares of smaller companies as it believes that such companies are sometimes misvalued by the securities markets as most investors, their advisors, and research services focus their efforts on very large companies. Grace & White ...
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GRACE & WHITE INC Portfolio Concentration

GRACE & WHITE INC Location

515 MADISON AVE
SUITE 1700
NEW YORK, New York
UNITED STATES, 10022

GRACE & WHITE INC Contact Information

Phone Number: 212-935-5990
Fax Number: 212-935-0503
Website:

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