CLARIVEST ASSET Overview

Clarivest Asset Management Llc is an investment advisor that manages 4.2 BN dollars in regulatory AUM and has 20 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 83% of the manager's regulatory AUM.

CLARIVEST ASSET StockAlpha

+0.5%
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

CLARIVEST ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.6% Tech 1.31% -0.03% 0 42%
FB 3.31% Tech -6.7% -0.28% 0 37%
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FEATURED IN
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Wall Street Journal Logo
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CLARIVEST ASSET Founders and Key Employees

Name Title In Position Since
Stacey R. Nutt Chief Executive Officer, Chief Investment Officer, Manager March-2006
Jeff A. Jacobson Chief Financial Officer, Chief Operations Officer March-2006
Tiffany A. Ayres Chief Compliance Officer, General Counsel July-2006
David J. Pavan Manager March-2006
David R. Vaughn Manager March-2006
Todd N. Wolter Manager March-2006
Richard J. Rossi Manager December-2012
James C. Abbott Manager December-2012
Courtland W. James Manager December-2012

CLARIVEST ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

CLARIVEST ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Strategy
ClariVest’s investment strategy is based on capturing the return potential created as investors react inefficiently to potentially significant shifts in a company’s fundamental growth cycle. The firm has
developed a disciplined approach that seeks to aggressively identify and invest in these opportunities.
Individual investments are aggregated into a diversified portfolio through a rigorous and disciplined portfolio construction process that seeks to minimize uncompensated risk. This framework builds toward the goal of sustainable outperformance by capitalizing on two enduring phenomena; 1) the occurrence of fundamental cycles at every level of the economy and 2) the inefficiency of investors’ responses to the uncertainty surrounding such cycles.

The selection process is built on the idea that good investing discipline starts with explicit identification of both the oppor...
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CLARIVEST ASSET Portfolio Concentration

CLARIVEST ASSET Location

3611 VALLEY CENTRE DRIVE
SUITE 100
SAN DIEGO, California
UNITED STATES, 92130

CLARIVEST ASSET Contact Information

Phone Number: 858-480-2440
Fax Number: 858-480-2441
Website:

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