22 December 2009


15 Minute Delayed Valuation of Stralem's 13f portfolio. An underperformer today.

Another look at Stralem - They've done well since October but not so much today.

Here's the pitch from their website.

Stralem & Company Incorporated, an independent SEC-registered Investment Adviser founded in 1966,
is a privately owned, multi-generational asset management firm located in New York. Our singular focus is investment management and our flagship product is the Large Cap Equity StrategyTM (LCES). This strategy has a long history of providing excess return with lower volatility than the markets.

This shows their risk profile which is low beta high quality. That wouldn't have worked so well in Q2-Q3 but it's the bees knees right now.

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