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 06/30/19. The fund's latest filing disclosed 678MM in positions, representing 89% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 678MM in positions, representing 89% of the manager's regulatory AUM.
GRASSI INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GRASSI INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| QUOT | 8.45% | Cons. Disc. | -24.7% | -2.14% | 1 | 3% | ||
| MSFT | 3.69% | Tech | 3.19% | -0% | 0 | 40% | ||
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
GRASSI INVESTMENT Portfolio Concentration
GRASSI INVESTMENT Location
1804 NORTH SHORELINE BLVD., SUITE 140
MOUNTAIN VIEW, California
UNITED STATES, 94043
MOUNTAIN VIEW, California
UNITED STATES, 94043
GRASSI INVESTMENT Contact Information
Phone Number: 650-934-0770
Fax Number: 650-934-0777
Website: http://www.grassiinvest.com
Fax Number: 650-934-0777
Website: http://www.grassiinvest.com
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