GRISANTI CAPITAL Overview
Grisanti Capital Management Llc is an investment advisor that manages 284 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 163MM in positions, representing 57% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 163MM in positions, representing 57% of the manager's regulatory AUM.
GRISANTI CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GRISANTI CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| FB | 7.84% | Tech | 34.95% | 1.14% | 0 | 40% | ||
| ABBV | 7.17% | Health | 23.44% | 0.53% | 0 | 26% | ||
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FEATURED IN
GRISANTI CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Christopher C. Grisanti | Chief Executive Officer | June-1999 |
| Christopher C. Grisanti | Chief Compliance Officer | April-2012 |
| Michael A. Pietzak | Chief Operating Officer | July-2012 |
| Suzanne P. Fawbush | Chief Administrative Officer | January-2012 |
GRISANTI CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
GRISANTI CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods of Analysis and Investment Strategies
The Adviser focuses primarily on U.S. equity securities, including common and preferred securities, predominantly of companies with large capitalizations, with a value investment perspective.
Separately Managed Accounts
The firm offers two investment approaches for separately managed account clients. In one, the goal is capital appreciation. In the other, called the High Income Equity Portfolio, we seek to achieve a higher income than the U.S. equity market and substantially less volatility than the U.S. equity market as measured by beta (a standard measure of volatility), in addition to possible capital appreciation, by using (as market conditions permit and warrant) such instruments as high-yielding stocks, high-quality common stocks and common stocks with a higher potential for growth.
By doing fundamental research and ...
Unlock Full Investment Process Description
A. Methods of Analysis and Investment Strategies
The Adviser focuses primarily on U.S. equity securities, including common and preferred securities, predominantly of companies with large capitalizations, with a value investment perspective.
Separately Managed Accounts
The firm offers two investment approaches for separately managed account clients. In one, the goal is capital appreciation. In the other, called the High Income Equity Portfolio, we seek to achieve a higher income than the U.S. equity market and substantially less volatility than the U.S. equity market as measured by beta (a standard measure of volatility), in addition to possible capital appreciation, by using (as market conditions permit and warrant) such instruments as high-yielding stocks, high-quality common stocks and common stocks with a higher potential for growth.
By doing fundamental research and ...
Unlock Full Investment Process Description
GRISANTI CAPITAL Portfolio Concentration
GRISANTI CAPITAL Location
777 THIRD AVENUE
SUITE 21C
NEW YORK, New York
UNITED STATES, 10017
SUITE 21C
NEW YORK, New York
UNITED STATES, 10017
GRISANTI CAPITAL Contact Information
Phone Number: 212-218-5300
Fax Number: 212-888-4240
Website: http://www.grisanti.com
Fax Number: 212-888-4240
Website: http://www.grisanti.com
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