CAPITAL INNOVATIONS Overview

Capital Innovations Llc is an investment advisor that manages 175.8 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 40MM in positions, representing 23% of the manager's regulatory AUM.

CAPITAL INNOVATIONS StockAlpha

-3.6%
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

CAPITAL INNOVATIONS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WY 4.96% Financials 3.66% -0.81% 0 11%
PKG 3.77% Materials 7.47% 0% 0 9%
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FEATURED IN
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CAPITAL INNOVATIONS Founders and Key Employees

Name Title In Position Since
Susan L. Dambekaln Managing Partner, Cco August-2007
Michael D. Underhill Chief Executive Officer May-2007

CAPITAL INNOVATIONS Brokers, Custodians, Auditors and Administrators

Type Company

CAPITAL INNOVATIONS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The following are broad descriptions of the methods of analysis and investment strategies employed by CI. It should be noted that investing in securities involves risk of loss that clients should be prepared to bear.

Methods of Analysis

CI’s investment process relies upon fundamental and qualitative research to actively select securities for client accounts. CI’s investment team evaluates each security through fundamental analysis which include but are not limited to: macro‐economic research, management and operations analysis, external dynamics, income statement and balance sheet analysis, absolute and relative multiples, and dividend yields.






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The bottom up fundamental analysis is then coupled with CI’s proprietary valuation and ranking process. This process involves discussions and debate by the investmen...
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CAPITAL INNOVATIONS Portfolio Concentration

CAPITAL INNOVATIONS Location

325 FOREST GROVE DRIVE, SUITE 100
PEWAUKEE, Wisconsin
UNITED STATES, 53072

CAPITAL INNOVATIONS Contact Information

Phone Number: 262-746-3100
Fax Number: 262-746-3101
Website:

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