GRASSI INVESTMENT Overview

Grassi Investment Management is an investment advisor that manages 764.3 MM dollars in regulatory AUM and has 6 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 533MM in positions, representing 70% of the manager's regulatory AUM.

GRASSI INVESTMENT StockAlpha

-2%
Top 25%
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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

GRASSI INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
QUOT 14.04% Cons. Disc. -9.84% -2.15% 9 1%
PG 3.09% Cons. Staples -5.27% -0.1% 0 24%
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FEATURED IN
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GRASSI INVESTMENT Founders and Key Employees

Name Title In Position Since
Peter T. Grassi Managing Member/Chief Compliance Officer January-2000
Peter E. Grassi Managing Member January-2000

GRASSI INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

GRASSI INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

Quantitative Process

Selection Process - Line Item Forecasting

 Companies from our custom screening process are modeled at the line-item level to fine- tune target prices and eliminate unattractive stocks.

 Upon a company’s quarterly earnings announcement, the Grassi Investment Management (GIM) valuation model is updated to reflect management forecast and operating performance.

 Income statement forecasting, tying to company forecasts and accurately reflecting the consensus earnings expectations.

 Line item balance sheet detail, with attention to working capital management and expectations for capital expenditures.

 Attention to capital structure and free cash flow allocation regarding share repurchase and dividend payments.

 The main sources of information include financial newspapers and ...
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GRASSI INVESTMENT Portfolio Concentration

GRASSI INVESTMENT Location

1804 NORTH SHORELINE BLVD., SUITE 140
MOUNTAIN VIEW, California
UNITED STATES, 94043

GRASSI INVESTMENT Contact Information

Phone Number: 650-934-0770
Fax Number: 650-934-0777
Website:

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