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 09/30/16. The fund's latest filing disclosed 207MM in positions, representing 73% of the manager's regulatory AUM.

GRISANTI CAPITAL StockAlpha

-2.3%
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

GRISANTI CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CVS 8.76% Cons. Staples -9.51% -0.64% 0 25%
MDT 7.5% Health -15.1% -0.82% 0 20%
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FEATURED IN
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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 ...
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GRISANTI CAPITAL Portfolio Concentration

GRISANTI CAPITAL Location

777 THIRD AVENUE
SUITE 21C
NEW YORK, New York
UNITED STATES, 10017

GRISANTI CAPITAL Contact Information

Phone Number: 212-218-5300
Fax Number: 212-888-4240
Website:

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