Conifer Management, LLC 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by GPI (Group 1 Automotive, Inc.) 31.40%, EQH (Equitable Holdings, Inc.) 28.11%, and LAD (Lithia Motors, Inc.) 18.67%, with sector exposure of Consumer Discretionary 53.44%, Financials 43.33%, and Information Technology 3.23%. The baseline metrics show return 6.57%, alpha -1.12%, beta 0.59, Sharpe 0.47, Sortino 0.62, and max drawdown -23.60%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The latest change list shows GPI unchanged to 31.40%; EQH unchanged to 28.11%; LAD unchanged to 18.67%. Combined with top 5 96.77%, top 10 100.00%, top 20 100.00%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The strongest recent period was 2024-12-31 (-0.81% strategy return, -3.63% benchmark, 2.81% excess, 1.81% turnover), while the weakest was 2025-12-31 (-2.92% strategy return, 9.57% benchmark, -12.49% excess, 0.28% turnover). Those periods should be read alongside baseline metrics of return 6.57%, alpha -1.12%, beta 0.59, Sharpe 0.47, Sortino 0.62, and max drawdown -23.60% to judge whether returns came from persistent exposure or a narrow timing window.