APIS CAPITAL ADVISORS Overview

Apis Capital Advisors Llc is an investment advisor that manages 226.7 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/08 to 09/30/15. The fund's latest filing disclosed 72MM in positions, representing 32% of the manager's regulatory AUM.

APIS CAPITAL ADVISORS StockAlpha

+7.9%
Top 25%
3yr StockAlpha Register for more...

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

APIS CAPITAL ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

APIS CAPITAL ADVISORS Founders and Key Employees

Name Title In Position Since
Daniel J. Barker Managing Member/Chief Investment Officer October-2008
Eric C. Almeraz Member/Portfolio Manager March-2004
Kamran N. Moghtaderi Member/Portfolio Manager March-2004
Richard H. Yun Chief Financial Officer / Chief Compliance Officer December-2014

APIS CAPITAL ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

APIS CAPITAL ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies

The Firm anticipates that most of assets under management will be invested in publicly traded global equity securities. In carrying out its investment objective, the Firm generally focuses on long and short positions of small- and mid-capitalization companies that have a reasonable expectation of producing above average returns. Long position purchases are typically securities that the Firm believes to be undervalued, with improving business fundamentals, and short position purchases are typically securities
with deteriorating fundamentals that the Firm believes to be overvalued. The common characteristics for
short selling may include, among
other characteristics, a
company that is experiencing deteriorating
fundamentals, business or market catalysts impacting the company negatively, deteriorating or poor price
performance, declining ear...
Get the Full Report

APIS CAPITAL ADVISORS Portfolio Concentration

APIS CAPITAL ADVISORS Location

90 PARK AVE.
18TH FL.
NEW YORK, New York
UNITED STATES, 10016

APIS CAPITAL ADVISORS Contact Information

Phone Number: (203) 409-6307
Fax Number: (646) 370-4709
Website:

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
Path B