For over four decades:
Focused on Growth and Preservation of Capital

Stralem & Company Incorporated, an independent SEC-registered Investment Adviser founded in 1966, is a privately owned, multi-generational asset management firm located in New York. Our singular focus is investment management and our flagship product is the Large Cap Equity StrategyTM (LCES). This strategy has a long history of providing excess return with lower volatility than the markets.

Learn more about our Large Cap Equity Strategy used to manage our individual portfolios and mutual fund.

  Visit our Mutual Fund Web site   Non-US Investors 
  In An Aging Bull Market Don't Slam the Brakes,
Proceed With Caution

The market goes up over time, but not all the time. That's been easy to forget over the past eight years. When bull markets get long in the tooth like the current one, times get tough for investors who lean toward caution.
Read the paper >
  Investing Without a Crystal Ball
With the end of 2016, and a spectacular post-election run-up in the stock market, it is critical to evaluate how best to invest in a U.S. equity market confronted by both positive and negative cross currents.
Read the paper >
  Navigating Today’s Volatile Stock Market
In the aftermath of the Financial Crisis, the stock market returned nearly 250% from the trough in 2009, and experienced remarkably smooth upward trajectory. More recently, market conditions have changed and volatility has staged a comeback. What were the drivers of this historic return, how was this period unique in stock market history and what should investors consider going forward?
Read the paper >
Chris Goodney/Bloomberg/Getty Images
  Irene Bergman Obituary

With great sadness Stralem mourns the loss of our colleague, Irene Bergman, on
September 29, 2016. Bloomberg Article > New York Times Obituary >

The Oldest Woman on Wall Street
Celebrating her 100th birthday on August 2, 2015, Miss Irene Bergman, SVP, financial advisor, reflects on her long career in financial services and more than four decades with Stralem. Still offering advice to clients today, she says the secret to success is "Patience and the discipline to stick to your philosophy even in the face of irrational markets."
Read more > Play video >

The thoughts and opinions expressed in the article/video are solely those of the person speaking as of September 3, 2015. These views are subject to change at any time based upon market or other conditions. There can be no assurance with regard to future market movements. Past performance is not indicative of future results.


Quarterly Commentary - 4Q 2017

In Q4 of 2017, Stralem’s Large Cap Equity Strategy (“LCES”) returned +3.53% gross of fees, versus the S&P500 index return of +6.64%, driving the shortfall in relative performance for the full year which saw the LCES +17.37% versus the index which was up +21.83%. The shortfall for the full year was driven by both allocation and stock selection.

In this extraordinary up‐market year with an absence of volatility and in which the S&P 500 experienced no down months in 2017 (and only one down quarter in the past 5 years), the protective, down‐market portion of the LCES portfolio was left predictably untapped and caused a drag on performance. As can be expected, the price of protection is the possibility of trailing an advancing market such as this year’s. Read more >

West of the HudsonTM
As part of our research process, we annually visit with as many as 150 companies and business leaders around the world to get a realistic perspective on the current economic environment. We have affectionately coined these quarterly trips our “West of the Hudson” visits. In our “West of the Hudson” letter, we share these findings with our clients. Click to request a copy of our most current "West of the Hudson" letter.

Stralem & Company Incorporated • 551 Madison Ave. NY, NY 10022 • T: 212-888-8123 • F: 212-888-8152

Contact UsPrivacy Policy/Legal • © 2017 Stralem & Company Incorporated