Conifer Management, L.L.C.
Conifer Management, LLC is an SEC-registered investment adviser headquartered in New York, New York. Founded in 2000, the firm provides discretionary investment advisory services to private funds for sophisticated individual and institutional investors. Gregory Alexander serves as the managing member and principal owner. As of December 31, 2019, Conifer Management, LLC managed approximately $6.67 billion in assets. The firm is known for its fundamental, bottom-up security selection process, with a client base primarily comprising pooled investment vehicles.
Investment Strategy
Conifer Management, LLC employs a fundamental, bottom-up analysis to identify investment opportunities across equity, debt, and other securities. The firm's approach is tailored to the specific investment objectives and strategies of its private fund clients, emphasizing discretionary advisory tailored to sophisticated individual and institutional investors.
Top Holdings
Equity Positions (5)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EQH | EQUITABLE HLDGS INC | 36.51% | $280.5M | 5,000,000 | $20.50 | $56.10 | +$20.1M |
G GPI | GROUP 1 AUTOMOTIVE INC | 32.31% | $248.2M | 568,424 | $239.08 | $436.71 | +$31.1M |
L LAD | LITHIA MTRS INC | 21.98% | $168.9M | 500,000 | $233.13 | $337.82 | +$22.1M |
R RMNI | RIMINI STR INC DEL | 2.90% | $22.3M | 5,913,199 | $6.05 | $3.77 | +$1.7M |
S SDHC | SMITH DOUGLAS HOMES CORP | 1.26% | $9.7M | 500,000 | $19.42 | $19.42 | +$9.7M |