2500 Westchester Ave. |
Purchase, NY 10577
Main Phone: 914-251-0880
Mutual Fund Brand(s)
Alpine Mutual Funds
SEC Fund Filings by CIK
Alpine Woods Capital Investors exited the mutual fund business on May 4, 2018, selling its open-end and closed-end mutual fund business to Aberdeen Standard and refocusing on other business, such as hedge funds.|
Alpine Woods, former advisor to the Alpine Funds, is one of two registered investment advisors (along with Saxon Woods Advisors) controlled by Alpine Woods, which was created through the merger of the two RIAs in 2003. The two RIAs were run by Stephen and Sam Lieber, a father and son team.
Stephen Lieber founded Lieber and Company in 1969 and then Evergreen Asset Management to launch the Evergreen Fund in 1971. First Union Bank acquired Evergreen Asset Management in 1994 and merged the Evergreen Funds with its existing Keystone Funds family. In 2001 First Union merged with Wachovia and Evergreen was eventually folded into Wells Fargo Funds.
Samuel Lieber founded Alpine Management & Research in 1998 and purchased the management contract for two of the funds that he created for Evergreen -- Global Real Estate Equity Fund (1989) and U.S. Real Estate Equity Fund (1993). He launched a third fund, Realty Income and Growth Fund, the same year.
Meanwhile, Stephen Lieber founded Saxon Woods Advisors in 1999 to focus on private asset management for high net-worth individuals and institutional money management.
Investment PhilosophyAlpine's objective and methodologies seek a "top down/bottom up" fundamental approach. Research aims to monitor company-specific business risks, and evaluate sources of income for a company to determine stability as well as components of growth. Alpine grants a significant premium for internal versus external growth. Evergreen seeks to include securities of strong companies that are undervalued by the market.Portfolios typically hold a mix of both large and small cap stocks.
Chairman and Chief Executive Officer, Alpine Woods Capital Investors LLC
|Stephen A. Lieber|
Founding Partner, Alpine Management & Research
Chief Operating Officer, Alpine Funds
Managing Director, Head of Marketing, Alpine Funds
General Counsel, Alpine Management & Research
Chief Compliance Officer, Alpine Management & Research
Senior Managing Director, Retail Distribution, Alpine Woods Capital Investors
Head of Fund Operations, Alpine Management & Research