Greg Alexander - Conifer Management Investment Strategy (Sep 30, 2025)
As of Sep 30, 2025, the Conifer Management portfolio managed by Greg Alexander demonstrates a sophisticated investment approach with 11 positions and an average holding period of 821 quarters. The strategy focuses on Consumer Cyclical, Financial Services, Industrials, Real Estate, Technology sectors with a typical position size of 14.6% of the portfolio.
The portfolio's risk management approach includes a maximum position size of 14.63% and sector diversification of 5%, exemplified by the case study of GROUP 1 AUTOMOTIVE INC (GPI). This strategic framework provides insights into Greg Alexander's investment philosophy, risk management practices, and long-term value creation approach.
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 2.2 years | Style | Average duration positions are maintained |
| Position Count | 11 | Style | Number of active positions in portfolio |
| Position Size | 14.6% | Risk | Typical allocation per position |
| Win Rate | 57.8% | Performance | Percentage of profitable positions |
| Average Return | 7.9% | Performance | Mean return across positions |
| Sharpe Ratio | 0.20 | Performance | Return per unit of risk taken |
Investment Case Study: GROUP 1 AUTOMOTIVE INC (GPI)
12/31/2022 - 12/26/2025
Performance Metrics
Total Return: 295.75%
Holding Period: 1091 days
Max Position Size: $168,981,087.00
Position Weight: 11.98%
Key Events
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure