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 03/31/20. The fund's latest filing disclosed 3BN in positions, representing 81% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 03/31/20. The fund's latest filing disclosed 3BN in positions, representing 81% of the manager's regulatory AUM.
CLARIVEST ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CLARIVEST ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 7.36% | Tech | 36.27% | 0.03% | 0 | 47% | ||
| AAPL | 6.38% | Tech | 50.92% | 0.94% | 0 | 43% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
CLARIVEST ASSET Portfolio Concentration
CLARIVEST ASSET Location
3611 VALLEY CENTRE DRIVE
SUITE 100
SAN DIEGO, California
UNITED STATES, 92130
SUITE 100
SAN DIEGO, California
UNITED STATES, 92130
CLARIVEST ASSET Contact Information
Phone Number: 858-480-2440
Fax Number: 858-480-2441
Website: http://www.clarivest.com
Fax Number: 858-480-2441
Website: http://www.clarivest.com
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