CARVAL INVESTORS LLC Overview

Carval Investors Llc is a hedge fund that manages 14 BN dollars in regulatory AUM and has 175 employees, of which 67 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 5MM in positions, representing 0% of the manager's regulatory AUM.

CARVAL INVESTORS LLC StockAlpha

-25.7%
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

CARVAL INVESTORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
USO 100% ETF 5.03% 3.38% 0 3%
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FEATURED IN
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CARVAL INVESTORS LLC Founders and Key Employees

Name Title In Position Since
John R. Brice President, Cio, Director February-2008
Peter A. Vorbrich Cfo, Director August-2010
Paul D. Conway Director August-2009
Matthew R. Bogart General Counsel And Chief Compliance Officer August-2007
Patrick M. Cooley Controller August-2010
David P. Corridan Director November-2012
David A. Robertson Director January-2013

CARVAL INVESTORS LLC Brokers, Custodians, Auditors and Administrators

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

CARVAL INVESTORS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

CarVal focuses on investment strategies that fall within its core competencies. This includes pursuing select investments in “capital vacuums” of illiquidity and “orphaned” or “non-core” assets on the balance sheets of sellers and financial institutions.

Each strategy involves significant risks, many of which are outside of CarVal’s control. Investing in securities and other investments involves significant risks, including the risk that Funds could lose some or all of any invested capital. An investment in a Fund will provide limited liquidity as there are significant restrictions on transferability of and withdrawals from interests in a Fund. A description of CarVal’s core investment strategies, as well as the risks that Funds may face in employing such strategies, is set forth below. A complete description of the risks associated with each particular investment strategy is included in the O...
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CARVAL INVESTORS LLC Portfolio Concentration

CARVAL INVESTORS LLC Location

9320 EXCELSIOR BOULEVARD
7TH FLOOR
HOPKINS, Minnesota
UNITED STATES, 55343

CARVAL INVESTORS LLC Contact Information

Phone Number: 952-984-3774
Fax Number: 952-984-3905
Website:

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