Kahn Brothers Group Inc.
Kahn Brothers Group Inc is a privately-owned investment advisory and broker-dealer firm based in New York, NY. Founded in 1978 by Irving Kahn and his sons, Thomas and Alan, the firm specializes in value-oriented investment management for high-net-worth individuals, institutional clients, and private investment partnerships. With an executive team holding over a century of aggregate industry experience, Kahn Brothers employs a disciplined value investing approach inspired by Benjamin Graham. The firm's employee count is modest in size, estimated in the range typical for boutique asset managers.
Investment Strategy
Kahn Brothers employs a bottom-up stock selection approach, focusing on undervalued equity securities that are often out of favor with the broader market. Leveraging principles established by Benjamin Graham, the firm invests in companies selected one at a time based on their assets, operating performance, and strong long-term fundamental business prospects. The strategy is rooted in value investing with rigorous fundamental analysis.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C C | CITIGROUP INC | 15.16% | $75.5M | 886,688 | $52.06 | $85.12 | +$13.2M |
B BAYRY | BAYER AG SPONS ADR | 10.19% | $50.7M | 6,728,903 | $7.26 | $7.55 | +$11.2M |
D DIS | WALT DISNEY | 9.77% | $48.7M | 392,450 | $105.05 | $124.01 | +$14.3M |
F FLG | FLAGSTAR FINANCIAL, INC. | 9.20% | $45.8M | 4,321,165 | $11.66 | $10.60 | -$3.2M |
M MRK | MERCK & CO. INC. | 7.80% | $38.8M | 490,465 | $82.11 | $79.16 | -$5.4M |