GREYSTONE INVESTMENT Overview

Greystone Investment Management Llc is an investment advisor that manages 346.9 MM dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/01 to 09/30/16. The fund's latest filing disclosed 197MM in positions, representing 57% of the manager's regulatory AUM.

GREYSTONE INVESTMENT StockAlpha

-3%
Top 25%
3yr StockAlpha Register for more...

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

GREYSTONE INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BAM 7.12% Financials -7.14% -1.65% 0 6%
BRK.B 6.39% Financials 10.33% -0.29% 0 28%
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FEATURED IN
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GREYSTONE INVESTMENT Founders and Key Employees

Name Title In Position Since
Peter F. Levin Member, Chief Investment Officer, Chairman, Ceo March-2001
Ruth W. Adams Chief Operating Officer, Member, Treasurer March-2001
Sally H. Dempsey Member / Vice President/ Chief Compliance Officer January-2012
Jeffrey I. Kerstine Member / Chief Investment Advisor / Vice President February-2008
Michael R. Reed Member January-2012

GREYSTONE INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

GREYSTONE INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Greystone conducts fundamental analysis on all securities recommended for client accounts. This analysis varies depending on the security in question. For stocks and bonds the analysis generally includes a review of:

 The issuer’s management;

 The amount and volatility of past profits or losses;

 The issuer’s assets and liabilities, as well as any material changes from historical norms;

 Prospects for the issuer’s industry, as well as the issuer’s competitive position within that
industry; and

 Any other factors considered relevant.

For mutual funds and ETFs the analysis generally includes a review of:

 The fund’s management team;

 The fund’s historical risk and return characteristics;

 The fund’s exposure to sectors and individual issuers;

 The fund’s fee str...
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GREYSTONE INVESTMENT Portfolio Concentration

GREYSTONE INVESTMENT Location

3805 EDWARDS ROAD
SUITE 180
CINCINNATI, Ohio
UNITED STATES, 45209

GREYSTONE INVESTMENT Contact Information

Phone Number: 513-731-8444
Fax Number: 513-731-7666
Website:

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