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 03/31/18. The fund's latest filing disclosed 138MM in positions, representing 55% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/18. The fund's latest filing disclosed 138MM in positions, representing 55% of the manager's regulatory AUM.
GROESBECK INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GROESBECK INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ABBV | 5.27% | Health | 69.83% | 2.79% | 0 | 28% | ||
| UNH | 4.45% | Health | 51.35% | 1.76% | 0 | 24% | ||
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FEATURED IN
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,...
Unlock Full Investment Process Description
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,...
Unlock Full Investment Process Description
GROESBECK INVESTMENT Portfolio Concentration
GROESBECK INVESTMENT Location
12 RTE. 17 NORTH
SUITE 130
PARAMUS, New Jersey
UNITED STATES, 07652
SUITE 130
PARAMUS, New Jersey
UNITED STATES, 07652
GROESBECK INVESTMENT Contact Information
Phone Number: 201-291-7888
Fax Number: 201-291-9777
Website: https://www.groesbeckim.com
Fax Number: 201-291-9777
Website: https://www.groesbeckim.com
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