STERLING GRACE®



STERLING GRACE CORPORATION

Sterling Grace Corporation (“Sterling Grace”) manages from its offices in Montreux, Switzerland; New York; Wellington, New Zealand; Vienna, Austria; Kieve, Ukraine; Sibiu, Romania and Virginia, investments for high net-worth investors, institutions, investment partnerships and the Grace family. It is currently active in private equity, money management, global custody, corporate and personal trusts, fund registry and administration, hedge funds, real estate investments, financial planning, infrastructure engineering and manufacturing, farming and wine making. Key holdings include Trustees Executors Ltd., Sonnek Engineering GMBH, and Grace Estate Winery.

Sterling Grace and its predecessor companies have been involved in financial services since 1885. The history has included asset management, stock brokerage, underwriting, leveraged buyouts, strategic investments in investment companies, insurance and banking, real estate investment and development, dry cargo shipping, and geothermal energy project development and management.

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INVESTMENT PHILOSOPHY

Sterling Grace’s investment philosophy is simple: to seek out the most attractive opportunities in the global market by focusing on special niche opportunities. The firm specializes in identifying attractive businesses in Australasia, Europe, emerging markets as well as frontier markets. It actively manages these investments in order to realize their underlying values. In certain situations, Sterling Grace takes a majority interest and executive role, or it takes the role of lead investor by providing companies with necessary financial support and assisting them in structuring their organizations. In addition to its own in-house investment team, Sterling Grace leverages its expertise by utilizing its network of closely related money managers with specialized industry experience.

CURRENT INVESTMENT FOCUS
 

While maintaining positions in a broad range of investment types and industries, our present focus includes the following strategic opportunities.

Financial Services

Sterling Grace has been an active investor in savings banks since the mid-1980s.  The financial sector has undergone changes in regulatory areas, tax legislation and consumer demand.  These structural changes have lead to an increased number of consolidations and to the conversion of numerous mutual savings banks into stock companies.  Sterling Grace’s strong expertise in financial institutions has allowed it to take advantage of these trends in order to maximize investment returns while maintaining its fundamental value orientation.  Sterling Grace continues to see many opportunities in this sector.

Money Management and Financial Planning

Sterling Grace believes that conditions exist within the international money management sector for a successful consolidation or “build-up” investment strategy.  Sterling Grace is acquiring equity interests in small to medium-sized money management firms and is participating with management in the successful implementation of this strategy.  Sterling Grace has a proven track record of building a full-service money management enterprise on an international basis. 

Subsidiaries

 


                               Http://www.Trustees.co.nz

 


                               Http://www.graceestatewinery.com

 

STERLING GRACE CORPORATION
63 FOREST AVENUE
SUITE 5B

LOCUST VALLEY, NY 11560

TEL: (516) 686-2221
 FAX: (516) 625-1684