Core Insights - Greystone Capital reported a median account return of +0.3% for Q4 2025 and +2.8% for the full year 2025, both net of fees [1] - Since its inception in Q4 2019, Greystone Capital focuses on identifying mispriced small and microcap securities to build a concentrated portfolio [1] Company Overview - Greystone Capital is a long-only, equity-focused Registered Investment Adviser based in West Chester, PA [1] - The firm emphasizes a fundamental research process aimed at uncovering undervalued small and microcap stocks [1] - Greystone aims to differentiate itself by providing full transparency regarding its investments and aligning its interests with those of its clients [1] Investment Strategy - The investment approach is centered on patience, sound decision-making, and continuous improvement [1] - Client portfolios are managed through concentrated positions in small companies that are often overlooked or misunderstood, which may lead to mispricings [1] - The firm views stocks as ownership shares in businesses and intends to hold these investments for extended periods until mispricings are corrected [1]