Greystone Capital Management
Greystone CM
Mar 2025 → Jun 2025
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Greystone Capital Management for every strategy.
Its investment theses
- API GroupJun 2025APG 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.
- Medical Facilities Corp.Jun 2025Medical Facilities Corp. is a solid value investment with a strong cash flow, consistent share repurchases, and resilient growth in a stable market.
- Natural Resource PartnersJun 2025NRP 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.