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 
Navigating Today’s Volatile Stock Market   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   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 2016

After outperforming the S&P 500 in 2015, and through the first ten months of 2016, Stralem’s LCES trailed the benchmark in Q4 by 2.85%, and trailed for the full year by 2.82%. Stralem’s portfolio and philosophy of “Participation with Protection” paid dividends – literally and figuratively during the 6 quarters from January 2015 through June 2016. Throughout this period, stock selection, fundamental research, valuation and risk mitigation mattered once again. 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.

News & Insights

11/1/2014 Stralem Title Changes Read more >

5/31/2014  Citywire Global Magazine: "Outperformance with 50 Years of History"  Read more >

3/31/2014  Mark A. Sullivan joins firm as Director of Institutional Sales and Relationship Management.  Read more >

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