GROESBECK INVESTMENT Overview

Groesbeck Investment Management Corp is an investment advisor that manages 250 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 135MM in positions, representing 54% of the manager's regulatory AUM.

GROESBECK INVESTMENT StockAlpha

-6.3%
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

GROESBECK INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ABBV 5.61% Health -1.53% 0.19% 0 20%
UNH 3.45% Health 14.83% 0.66% 0 23%
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FEATURED IN
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GROESBECK INVESTMENT Founders and Key Employees

Name Title In Position Since
Robert P. Groesbeck President/Chief Compliance Officer July-1993
Robert P. Dainesi Executive Vice President November-1993
Theodore M. Groesbeck Vice President January-2005

GROESBECK INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

GROESBECK INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

As discussed in Item 4, we offer two types of investment strategies: Growth of Income and Growth. The largest in terms of assets under management at the firm is the growth of income strategy. The approach was developed by Robert Groesbeck in 1972. Our philosophy toward growth of income investing is to seek superior portfolio returns through investment in securities of companies that our analysis indicates have the ability to increase earnings and dividends at a faster rate than their industry group and/or the
stock market. The key to our growth of income strategy is to own companies that increase their dividends each year. Dividends help to provide overall total return for a portfolio. Although capital appreciation is an objective of our strategy, we can count on a
significant portion of our return from dividends, thus increasing the reliability of our approach. Historically, dividends and their re-investment,...
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GROESBECK INVESTMENT Portfolio Concentration

GROESBECK INVESTMENT Location

12 RTE. 17 NORTH
SUITE 130
PARAMUS, New Jersey
UNITED STATES, 07652

GROESBECK INVESTMENT Contact Information

Phone Number: 201-291-7888
Fax Number: 201-291-9777
Website:

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