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MFWire: Alpine Mutual Funds
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Alpine Woods Capital Investors
2500 Westchester Ave.
Suite 215
Purchase, NY  10577
Google Maps

Main Phone: 914-251-0880
Web Site: http://www.alpinefunds.com

Mutual Fund Brand(s)
Alpine Mutual Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    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 Philosophy

    Alpine'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.
    Sponsored Opportunities

    Key People:
    Samuel Lieber
    Chairman and Chief Executive Officer, Alpine Woods Capital Investors LLC
    Stephen A. Lieber
    Founding Partner, Alpine Management & Research
    Arleen Baez
    Chief Operating Officer, Alpine Funds
    Patrick Coyne
    Managing Director, Head of Marketing, Alpine Funds
    Matthew Breitman
    General Counsel, Alpine Management & Research
    Ken Corrado
    Chief Compliance Officer, Alpine Management & Research
    Marc Rappaport
    Senior Managing Director, Retail Distribution, Alpine Woods Capital Investors
    Andrew Pappert
    Head of Fund Operations, Alpine Management & Research
    Story Archive for Alpine Woods Capital Investors
    Published On Story Headline Publication
    6/8/2018 Post-Sale, a Family Fund Firm Refocuses MFWire.com
    6/7/2018 After Two Spring Acquisitions, What's Next? MFWire.com
    7/19/2017 Filings for Fundsters - July 19, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    1/3/2017 Filings for Fundsters - January 3, 2017 MFWire.com
    10/14/2013 kasina: Advisors Want You Online, Big Time MFWire.com
    9/13/2013 These Are Four Key Steps for Embracing Advisors MFWire.com
    7/17/2013 A $13B Shop Names a Chief Compliance Officer MFWire.com
    5/24/2013 Stork and Reaper for the Week of May 24, 2013 MFWire.com
    4/4/2011 Berkowitz Bucks Bear Market Trend MFWire.com
    2/9/2011 Alpine Woods and its Chief Settle With the SEC for $715K MFWire.com
    2/2/2011 Alpine Woods Rolls Out a New Fund MFWire.com
    12/17/2010 Alpine Takes a Walk on State Street MFWire.com
    10/13/2009 Lieber Expects a Boost from Rio's Olympic Win MFWire.com
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