On July 21, 2016, People's Securities (a subsidiary of Bridgeport, Connecticut-based People's United Bank) unveiled a deal to buy Gerstein Fisher. The deal is expected to close in the fourth quarter of 2016.
Gregg S. Fisherfounded New York City-based Gerstein Fisher in 1993. The quant shop offers financial planning and tax management services, as well as investment management.
Gerstein launched its first mutual fund, a growth equity product, in 2010. An international growth equity product followed two years later, and then a global real estate fund in 2013. All of their mutual funds come in no-load, 12b-1-free, institutional shares only.
Fisher and his team have been using multi-factor, quantitative models since day one. They rely on efficient markets, tilting their portfolios using factors like company size, value filtering, momentum, and profitability or gross margins.
Gregg Fisher Founder, PM, Quent Capital
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