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The Greene Group

“We are original, fundamental investors with the experience and client focus to help individuals, families and their businesses seek to build wealth and chart desirable financial futures.”

The Greene Group manages over $2.7 billion in assets for individuals, families, institutions and charitable organizations. Our three distinct strategies share a research-intensive, intrinsic value approach that seeks to exploit the potential narrowing of the price/value gap that exists in underappreciated companies.

Download All Cap Intrinsic Value Quarterly Commentary
Download Small Cap Intrinsic Value Quarterly Commentary
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Portfolio Managers: (from left) Michael C. Greene, Benjamin H. Nahum and Stanley G. Lee, CFA

 

A Disciplined and Consistent Investment Process

Our value tradition reflects research intensity, discipline and a laser focus on fundamentals, intrinsic value and the price/value gap. While we have evolved over decades with the world around us, our multi-step process remains rooted in fundamental analysis and bottom-up stock picking.

 

The Greene Group at a Glance

  • Offering All-Cap, Mid-Cap and Small-Cap Intrinsic Value Investing strategies
  • Over $2.7 billion in assets under management for individuals, families, institutions and charitable organizations
  • Investment approach instituted in 1938 by David J. Greene, founder of the group’s predecessor firm
  • Seasoned professionals average more than 30 years of investment experience
  • Solid, long-term performance track record, seeking capital appreciation while managing risk
  • History of investing our own capital alongside clients
 

Continuity and Client Focus

The composition of the Greene Group has been remarkably stable over three generations. We operate in a collegial atmosphere with a shared belief in and commitment to value investing. Professional turnover is low, and the average tenure of our senior staff is measured in decades. Our clients interact directly with the group's principals, and so the clients generally understand and appreciate our investment process. As a result, the tenure of many institutional clients is also measured in decades.

“We partner with clients and their advisors to develop long-range wealth management plans. In many cases, we work with multiple generations of a family, providing insight into the unique investment needs of family members at different life stages.”

 

Integrated Wealth Management Solutions

The Greene Group partners with our clients’ trusted advisors to create multidimensional solutions that can incorporate investment, financial and tax planning, and trust and charitable giving strategies.

Investment Management

We offer customized, risk-balanced strategies designed to help address each client’s needs and goals.

  • Core investment strategies
  • Niche and specialty solutions

Asset Allocation

We take the time to understand each client’s objectives, needs, time horizons and attitude toward risk across different accounts, and develop customized strategies for each.

  • Strategic and tactical asset allocation
  • Trust and custody accounts

Wealth Planning

We work with clients and their advisors to help mitigate the impact of taxes and implement investment solutions within wealth transfer strategies.

  • Tax-aware Investing
  • Partner with Neuberger Berman Trust Company for trust and estate solutions

Meet The Greene Group

Michael C. Greene
Managing Director,
Portfolio Manager

Alan I. Greene
Managing Director,
Portfolio Manager

Benjamin H. Nahum
Managing Director,
Portfolio Manager

Erwin A. Zeuschner
Senior Vice President,
Portfolio Manager

Stanley G. Lee, CFA
Senior Vice President,
Portfolio Manager

Rand W. Gesing, CFA
Senior Vice President, Research Analyst

Scott A. Hoina, CFA
Senior Vice President,
Research Analyst

Alan D. Lafer
Senior Vice President,
Research Analyst

James F. McAree
Senior Vice President,
Research Analyst

Amit Solomon, PhD
Senior Vice President,
Research Analyst

Haik Kevorkian
Senior Vice President,
Product Specialist

Pong C. Chan
Senior Vice President, Operations Manager

Nancy Dunn
Portfolio Associate
 

Erica Gerzog
Portfolio Associate
 

Ed Morel
Trader

Pamela Spagnoli
Portfolio Associate

To learn more about the Greene Group, please call Stanley Lee at 212.476.5554.

This material is intended as a broad overview of the portfolio managers’ current style, philosophy and process. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Certain products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results.