DOLIVER CAPITAL Overview

Doliver Capital Advisors Inc. is an investment advisor that manages 159 MM dollars in regulatory AUM and has 9 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 118MM in positions, representing 74% of the manager's regulatory AUM.

DOLIVER CAPITAL StockAlpha

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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

DOLIVER CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NAD 2.3% ETF -8.38% -0.23% 0 2%
GLO 2.14% ETF -7.15% -0.23% 2 3%
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FEATURED IN
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DOLIVER CAPITAL Founders and Key Employees

Name Title In Position Since
Ralph D. Mcbride Owner / Limited Partner March-2005
Edward C. Tredennick Vice President, General Counsel And Chief Compliance Officer May-2013

DOLIVER CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

DOLIVER CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

I. ANALYSIS: We use proprietary as well as otherwise available techniques for determining fair values for various securities and options, and attempts to exploit inefficiencies in the prices of these items. Leverage through margin debt is sometimes used in an attempt to enhance return, realizing that this may also result in a somewhat higher risk.

II. INVESTMENT STRATEGIES: Doliver offers three different Closed‐End Fund ȋCEF strategies to clients. These are the Core Strategy, the Market Neutral Strategy, and the Enhanced Trading Strategy. To understand the distinctions among them, and in order for a client to determine their preferences and whether or not a particular strategy is suitable to them, it is important to first understand something about the nature of Closed‐end Funds.

There are two characteristics that are important in CEFs. First, each CEF has a ma...
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DOLIVER CAPITAL Portfolio Concentration

DOLIVER CAPITAL Location

6363 WOODWAY
SUITE 963
HOUSTON, Texas
UNITED STATES, 77057

DOLIVER CAPITAL Contact Information

Phone Number: 713-917-0022
Fax Number: 713-917-0033
Website:

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