ACCUVEST GLOBAL Overview
Accuvest Global Advisors is an investment advisor that manages 305.8 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/10 to 06/31/18. The fund's latest filing disclosed 246MM in positions, representing 80% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/10 to 06/31/18. The fund's latest filing disclosed 246MM in positions, representing 80% of the manager's regulatory AUM.
ACCUVEST GLOBAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
ACCUVEST GLOBAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 17.66% | ETF | 2.07% | 0% | 0 | 22% | ||
| MCHI | 6.43% | ETF | -15.91% | -1.18% | 0 | 1% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
ACCUVEST GLOBAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David J. Garff | Ceo | January-2005 |
| David M. Allen | Chief Compliance Officer | January-2010 |
| Bradley S. Jensen | Owner | September-2013 |
ACCUVEST GLOBAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ACCUVEST GLOBAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss.......................................................... 9
Item 9. ...
Unlock Full Investment Process Description
Item 9. ...
Unlock Full Investment Process Description
ACCUVEST GLOBAL Portfolio Concentration
ACCUVEST GLOBAL Location
3100 OAK ROAD
SUITE 380
WALNUT CREEK, California
UNITED STATES, 94597
SUITE 380
WALNUT CREEK, California
UNITED STATES, 94597
ACCUVEST GLOBAL Contact Information
Phone Number: 925-930-2882
Fax Number: 925-930-2885
Website: http://www.accuvest.com
Fax Number: 925-930-2885
Website: http://www.accuvest.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here