COVEY CAPITAL Overview
Covey Capital Advisors Llc is an investment advisor that manages 425 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 84MM in positions, representing 20% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/19. The fund's latest filing disclosed 84MM in positions, representing 20% of the manager's regulatory AUM.
COVEY CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
COVEY CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 9.32% | Financials | 10.66% | -0.02% | 0 | 29% | ||
| KKR | 7.29% | Financials | 16.7% | 0.38% | 0 | 5% | ||
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FEATURED IN
COVEY CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James C. Lanigan | Managing Member | May-2007 |
| Robert S. Mayo | Managing Member | May-2007 |
| Ralph S. Winton | Chief Compliance Officer/Cfo | August-2007 |
| Sidney H. Gargiulo | Managing Member | January-2012 |
COVEY CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
COVEY CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
When consistent with the objectives and risk tolerance levels of a client, Covey Capital ma y recommend investment in one of its affiliated funds. In other cases, again consistent with client
mandates, goals and risk level, Covey Capital may invest client accounts via a separately managed
account in individual stocks, ETF’s, and fixed income instruments. Other types of investments may also be used as appropriate. When acting as a sub-adviser, Covey Capital will provide continuous and ongoing research, monitoring and review of individual stocks held in client accounts. Covey Capital will assist in the implementation of its recommendations with respect to these assets.
Covey Capital employs a value investing philosophy. Covey Capital seeks to buy securities that trade at a meaningful discount to its estimate of intrinsic value and ...
Unlock Full Investment Process Description
Methods of Analysis and Investment Strategies
When consistent with the objectives and risk tolerance levels of a client, Covey Capital ma y recommend investment in one of its affiliated funds. In other cases, again consistent with client
mandates, goals and risk level, Covey Capital may invest client accounts via a separately managed
account in individual stocks, ETF’s, and fixed income instruments. Other types of investments may also be used as appropriate. When acting as a sub-adviser, Covey Capital will provide continuous and ongoing research, monitoring and review of individual stocks held in client accounts. Covey Capital will assist in the implementation of its recommendations with respect to these assets.
Covey Capital employs a value investing philosophy. Covey Capital seeks to buy securities that trade at a meaningful discount to its estimate of intrinsic value and ...
Unlock Full Investment Process Description
COVEY CAPITAL Portfolio Concentration
COVEY CAPITAL Location
3353 PEACHTREE ROAD NE
SUITE 545, NORTH TOWER
ATLANTA, Georgia
UNITED STATES, 30326
SUITE 545, NORTH TOWER
ATLANTA, Georgia
UNITED STATES, 30326
COVEY CAPITAL Contact Information
Phone Number: 404-442-2772
Fax Number: 404-442-2728
Website: null
Fax Number: 404-442-2728
Website: null
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