Conifer Management (Greg Alexander)

Conifer Management (Greg Alexander) has filed 13F reports from Q4 2019 through Q2 2026. In the most recent quarter, the fund reported $606.7M across 6 positions. The portfolio has returned 5.4% annualized over five years, with 23.2% volatility and a maximum drawdown of 28.7%. Top holdings include GPI, EQH, AIIR, MNDY, RMNI. Across all filing periods, 0.0% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.