AXEL CAPITAL Overview
Axel Capital Management Llc is a hedge fund that manages 108.3 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 09/30/19. The fund's latest filing disclosed 141MM in positions, representing 130% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 09/30/19. The fund's latest filing disclosed 141MM in positions, representing 130% of the manager's regulatory AUM.
AXEL CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AXEL CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| XLU | 29.18% | ETF | -3.23% | -1.54% | 0 | 9% | ||
| SPY | 12% | ETF | 4.31% | 0% | 0 | 27% | ||
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FEATURED IN
AXEL CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Anna N. Nikolayevsky | Managing Member | May-2002 |
| Anastasia J. Venetos-Wahl | Chief Compliance Officer, Chief Operating Officer, Chief Financial Officer | May-2010 |
AXEL CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
AXEL CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods of Analysis and Investment Strategies. The Adviser utilizes a fundamental research method and strategy to make investment decisions and recommendations.
The Adviser employs the following investment strategies:
Equity. The Adviser invests in a broad range of industries primarily in the U.S. using a top-down and bottom-up approach to identify investments in a diverse number of industries. Axel seeks to gain expertise in particular industries through management meetings with management of various potential and existing portfolio companies, detailed financial modeling, peak/trough analysis and accounting analysis. The Adviser focuses on free cash flow as a leading indicator of business health. Businesses are evaluated for cash flow sustainability and recurrence of earnings given realistic levels of capital reinvestment and end market growth. Axel does not maintain a growth or value b...
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A. Methods of Analysis and Investment Strategies. The Adviser utilizes a fundamental research method and strategy to make investment decisions and recommendations.
The Adviser employs the following investment strategies:
Equity. The Adviser invests in a broad range of industries primarily in the U.S. using a top-down and bottom-up approach to identify investments in a diverse number of industries. Axel seeks to gain expertise in particular industries through management meetings with management of various potential and existing portfolio companies, detailed financial modeling, peak/trough analysis and accounting analysis. The Adviser focuses on free cash flow as a leading indicator of business health. Businesses are evaluated for cash flow sustainability and recurrence of earnings given realistic levels of capital reinvestment and end market growth. Axel does not maintain a growth or value b...
Unlock Full Investment Process Description
AXEL CAPITAL Portfolio Concentration
AXEL CAPITAL Location
299 PARK AVENUE
6TH FLOOR
NEW YORK, New York
UNITED STATES, 10171
6TH FLOOR
NEW YORK, New York
UNITED STATES, 10171
AXEL CAPITAL Contact Information
Phone Number: 212-935-7111
Fax Number: 212-935-6999
Website: null
Fax Number: 212-935-6999
Website: null
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