GAVEKAL CAPITAL LLC Overview

Gavekal Capital Llc is an investment advisor that manages 581 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 300MM in positions, representing 52% of the manager's regulatory AUM.

GAVEKAL CAPITAL LLC 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

GAVEKAL CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NVDA 3.29% Tech 29.28% 1.05% 0 20%
SWKS 3.23% Tech -3.31% -0% 0 10%
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GAVEKAL CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Steven C. Vannelli Manager January-2006
Jill B. Rakowski Chief Compliance Officer July-2008

GAVEKAL CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company

GAVEKAL CAPITAL LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Principal Investment Strategies
GaveKal will invest primarily in common stock of companies of any size located throughout the world, including the United States. The GaveKal Knowledge Leaders Strategy (the “Strategy”) will invest primarily in companies
which GaveKal considers to be companies that incorporate knowledge components, or intellectual property, into their products and services, unlike companies that simply produce commodities or other raw materials. Examples of these companies include companies that focus on knowledge-based elements such as research and development, design, marketing, distribution and services. Such companies are largely service-based and advanced manufacturing businesses and often operate globally. In selecting companies for investment, GaveKal focuses on companies with
histories of demonstrating superior operating results through intelligent application of their knowledge ...
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GAVEKAL CAPITAL LLC Portfolio Concentration

GAVEKAL CAPITAL LLC Location

370 17TH STREET
SUITE 4930
DENVER, Colorado
UNITED STATES, 80202

GAVEKAL CAPITAL LLC Contact Information

Phone Number: 303-763-1810
Fax Number: 303-763-1811
Website:

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