Greg Alexander - Conifer Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 5 | |
| Portfolio Value | $659.68M |
Conifer Management Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.9 years | Style | Average duration positions are maintained |
| Position Count | 8 | Style | Number of active positions in portfolio |
| Position Size | 14.2% | Risk | Typical allocation per position |
| Win Rate | 56.8% | Performance | Percentage of profitable positions |
| Average Return | 9.5% | Performance | Mean return across positions |
| Sharpe Ratio | 0.25 | Performance | Return per unit of risk taken |
Investment Case Study: EQUITABLE HLDGS INC (EQH)
6/30/2020 - 7/6/2025
Performance Metrics
Total Return: 103,705.15%
Holding Period: 1832 days
Max Position Size: $260,520,540.00
Position Weight: 22.65%
Key Events
6/30/2020: INCREASE(3,099,270.00 shares) @ $0.02
9/30/2020: INCREASE(2,200,730.00 shares) @ $0.02
12/31/2020: INCREASE(1,900,000.00 shares) @ $0.03
6/30/2021: DECREASE(-676,223.00 shares) @ $0.03
3/31/2022: INCREASE(880,600.00 shares) @ $0.03
6/30/2022: DECREASE(-1,204,377.00 shares) @ $0.03
12/31/2022: DECREASE(-400,000.00 shares) @ $28.70
3/31/2024: DECREASE(-746,000.00 shares) @ $38.01
6/30/2024: DECREASE(-854,000.00 shares) @ $40.86
12/31/2024: DECREASE(-1,000,000.00 shares) @ $47.17
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure