F&V CAPITAL Overview

F&v Capital Management Llc is an investment advisor that manages 194.5 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 250MM in positions, representing 128% of the manager's regulatory AUM.

F&V CAPITAL StockAlpha

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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

F&V CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMAT 5.25% Tech 21.82% 0.38% 0 17%
QRVO 4.81% Tech 0% -0.58% 0 12%
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F&V CAPITAL Founders and Key Employees

Name Title In Position Since
Hugh T. Riley Partner January-2008
Karin M. Mueller Partner, Chief Compliance Officer January-2008
Guy G. Rutherford Partner January-2008

F&V CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

F&V CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

Quantitative Analysis. We use mathematical models in an attempt to obtain more accurate measurements of a company’s ...
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F&V CAPITAL Portfolio Concentration

F&V CAPITAL Location

NEW YORK, New York

F&V CAPITAL Contact Information

Phone Number: 212-326-9533
Fax Number: 212-326-9534



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