565 Fifth Avenue
27th Floor
New York , NY 10017
Google Maps
Contact
Main Phone: 212-968-0707
Web Site:
http://gersteinfisherfunds.com/
Mutual Fund Brand(s)
Gerstein Fisher Funds
Research Links
SEC Fund Filings by CIK
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Background:
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On July 21, 2016, People's Securities (a subsidiary of Bridgeport, Connecticut-based People's United Bank) unveiled a deal to buy Gerstein Fisher. The deal is expected to close in the fourth quarter of 2016.
Gregg S. Fisher founded New York City-based Gerstein Fisher in 1993. The quant shop offers financial planning and tax management services, as well as investment management.
Gerstein launched its first mutual fund, a growth equity product, in 2010. An international growth equity product followed two years later, and then a global real estate fund in 2013. All of their mutual funds come in no-load, 12b-1-free, institutional shares only.
Fisher and his team have been using multi-factor, quantitative models since day one. They rely on efficient markets, tilting their portfolios using factors like company size, value filtering, momentum, and profitability or gross margins.
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Sponsored Opportunities
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Key People:
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Gregg Fisher Founder, PM, Quent Capital |
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