ALPINE WOODS CAPITAL INVESTORS, LLC Profile
Alpine Woods Capital Investors, LLC is an investment management firm based out of New York City, New York. The company was originally established in 1998 by founding partners Samuel A. Lieber and Stephen A. Lieber, both of whom are still with the company acting as its Chairman and CIO, respectively. Alpine Woods Capital Investors has grown from its inception to now operate with 63 employees of which 21 are investment professionals and is a subsidiary of its parent company Alpine Woods Investments LLC. The company conducts its research internally, utilizing a fundamental methodology to make its investment decisions. The company picks its selection of companies with a top down and bottom up approach, allocating its assets in the public equity and fixed income markets on a global scale. Alpine Woods Capital Investors invests most heavily in the materials and health care sectors, each of which makes up a sixth of the firm’s total allocations, and also invests in the finance, consumer discretionary, information technology, utilities and telecommunications, energy, and industrials sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations for 13.5 quarters on average, although Alpine Woods Capital Investors only holds its top 10 allocations, which make up a sixth of its total holdings, for 5.4 quarters on average. In the most recent quarter, Alpine Woods Capital Investors had a turnover rate of 23.6%. Alpine Woods Capital Investors manages over $3.7 billion in total assets under management spread across 17 accounts, all of which are discretionary. Both of the company’s total number of accounts and total assets under management have been decreasing in recent years with its total managed assets having once been as high as $6.5 billion back in 2010. Alpine Woods Capital Investors offers a variety of mutual funds through Alpine Funds.