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 09/30/16. The fund's latest filing disclosed 357MM in positions, representing 117% of the manager's regulatory AUM.

ACCUVEST GLOBAL StockAlpha

-7.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ACCUVEST GLOBAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 28.52% ETF 3.84% 0% 0 29%
FEX 10.59% ETF 6.1% 0.24% 6 2%
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FEATURED IN
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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

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ACCUVEST GLOBAL Portfolio Concentration

ACCUVEST GLOBAL Location

3100 OAK ROAD
SUITE 380
WALNUT CREEK, California
UNITED STATES, 94597

ACCUVEST GLOBAL Contact Information

Phone Number: 925-930-2882
Fax Number: 925-930-2885
Website:

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