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 09/30/19. The fund's latest filing disclosed 64MM in positions, representing 28% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/08 to 09/30/19. The fund's latest filing disclosed 64MM in positions, representing 28% of the manager's regulatory AUM.
APIS CAPITAL ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
APIS CAPITAL ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
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...
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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...
Unlock Full Investment Process Description
APIS CAPITAL ADVISORS Portfolio Concentration
APIS CAPITAL ADVISORS Location
90 PARK AVE.
18TH FL.
NEW YORK, New York
UNITED STATES, 10016
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: https://www.apiscapital.com
Fax Number: (646) 370-4709
Website: https://www.apiscapital.com
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Disclaimer
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