Greystone Capital Management
Our archive holds 6 letters from Greystone Capital Management, behind 16 investment theses. Every quote below is copied verbatim from the letter it came from.
Greystone Capital Management’s own letters pageTheses · 16
- March 2026
Medical Facilities Corp. operates specialty hospitals with durable demand and management-driven buybacks that have steadily increased per-share value.
Read the full thesis - December 2025
KITS Eyecare is a vertically integrated DTC eyecare company with strong unit economics, rapid organic growth, and structural advantages that support high-rate free cash flow compounding.
Read the full thesis - December 2025
Natural Resource Partners is a coal royalty and infrastructure business with durable low-capex cash flows, a strengthening balance sheet, and shares trading at a substantial discount to intrinsic value.
Read the full thesis - December 2025
Shift4 Payments is an integrated end-to-end payments platform with low churn, strong unit economics, founder-led alignment, and a compelling valuation supported by merchant conversion, M&A, and buybacks.
Read the full thesis - December 2025
APi Group is a mission-critical fire and life-safety services provider with resilient recurring revenue, strong cash generation, and earnings-driven upside toward 2028 targets.
Read the full thesis - December 2025
Medical Facilities Corp. is a cash-generative owner of specialized surgical hospitals with disciplined buybacks and shares trading significantly below intrinsic value.
Read the full thesis - June 2025
APG is a misunderstood and mispriced leader in fire and life safety, expected to deliver 15-25% annual returns through organic growth and strategic acquisitions, supported by strong management and significant free cash flow potential.
Read the full thesis - June 2025
Medical Facilities Corp. is a solid value investment with a strong cash flow, consistent share repurchases, and resilient growth in a stable market.
Read the full thesis - June 2025
NRP is a coal royalty business with a strategy focused on reducing debt, maintaining a cash-positive balance sheet, and offering long-term upside potential despite short-term challenges.
Read the full thesis - June 2025
Sylogist is a non-profit and government software company experiencing a strong turnaround, with promising SaaS growth projections and significant upside potential in its market value by 2027.
Read the full thesis - March 2025
KITS is poised for significant growth with strong unit economics and ambitious revenue targets, making it an attractive investment opportunity despite modest brand awareness.
Read the full thesis - December 2024
Limbach’s strong acquisitions, margin expansion, and consistent growth make it a compelling investment with upside potential
Read the full thesis
- Bel FuseDec 2024
- Innovative Food HoldingsDec 2024
- Natural Resource PartnersDec 2024
- SylogistDec 2024
Letter archive · 6
2025
Funds · 5
- Greystone Capital Management2
- Greystone CM2
- Greystone Capital1
- Greystone Capital Partners1
- Greystone0
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