Grace & White Inc. /ny
Grace & White, Inc. is a New York-based SEC-registered investment adviser founded in 1977. The firm primarily provides discretionary investment supervisory services, tailored to the unique objectives and risk tolerance of each client, including high net worth individuals and institutions. The firm employs a small team of investment professionals, led by President Gerald I. White, CFA.
Investment Strategy
Grace & White, Inc. offers customized portfolio management for each client, investing in a wide array of assets including U.S. and foreign equities, exchange-traded funds, debt securities, mutual funds, government bonds, and other financial instruments. Portfolios are managed individually based on each client’s particular investment objectives, risk tolerance, and restrictions. The firm accommodates client-directed exclusions (for example, avoiding certain industries) and provides both discretionary and non-discretionary account management.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U UNM | UNUM GROUP | 7.37% | $40.2M | 498,256 | $22.09 | $80.76 | -$438.4K |
A AIT | APPLIED INDL TECHNLGIES INC CO | 6.27% | $34.2M | 147,241 | $9.89 | $232.45 | +$1.0M |
S SIG | SIGNET JEWELERS LIMITED SHS | 3.64% | $19.9M | 249,712 | $40.30 | $79.55 | +$5.4M |
I INGR | INGREDION INC COM | 3.61% | $19.7M | 145,601 | $73.50 | $135.62 | +$140.8K |
T TOU.TO | TOURMALINE OIL CORP COM | 3.59% | $19.6M | 406,343 | $22.66 | $65.70 | -$23.7K |