Conifer Management (Greg Alexander)

Conifer Management (Greg Alexander) has filed 13F reports from Q4 2019 through Q1 2026. The portfolio has returned 2.6% annualized over five years, with 23.8% volatility and a maximum drawdown of 31.8%. 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.