APEX CAPITAL Overview

Apex Capital Management is a hedge fund that manages 4 BN dollars in regulatory AUM and has 19 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 03/31/16. The fund's latest filing disclosed 5BN in positions, representing 113% of the manager's regulatory AUM.

APEX CAPITAL StockAlpha

-4.3%
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

APEX CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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APEX CAPITAL Founders and Key Employees

Name Title In Position Since
Nitin N. Kumbhani President & Ceo April-1987
Kamal N. Kumbhani Vice President October-1994
Jan E. Terbrueggen Vice President October-2000
Michael D. Kalbfleisch Vice President & Chief Compliance Officer March-2001
Sunil M. Reddy Vice President June-2010
Mark S. Harrell Vice President June-2010
Christopher C. Arsement Member October-1999
Stephen J. Arsement Member October-1999
Kimberly B. Gardner Member October-1999
Robert J. Morella Managing Member & Chief Compliance Officer October-1999
Iii J. Redd Member October-1999
Eric J. Benoit Member January-2008

APEX CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

APEX CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


General Investment Strategies


Apex manages value accounts according to one of two strategies selected by the client:

1. Small Cap Portfolio – a portfolio of securities with market capitalization at time of



7
purchase of $200 million to $3 billion.
2. Mid Cap Portfolio – a portfolio of securities with a market capitalization at time of purchase of $3 billion to $15 billion

Each portfolio will typically hold 30-45 companies. We diversify the portfolio across sectors and industries we believe offer the best opportunities in the marketplace.

Methods of Analysis for Selecting Securities
Apex seeks to invest in small and midsized company stocks that we believe have become oversold. We seek opportunities. We invest when we believe the price is meaningfully below the stock’s underlying value or fails to accurately reflect the company’s futu...
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APEX CAPITAL Portfolio Concentration

APEX CAPITAL Location

8163 OLD YANKEE ROAD, SUITE E
DAYTON, Ohio
UNITED STATES, 45458

APEX CAPITAL Contact Information

Phone Number: 937-428-9222
Fax Number: 937-428-9224
Website:

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