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 06/31/18. The fund's latest filing disclosed 133MM in positions, representing 23% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 06/31/18. The fund's latest filing disclosed 133MM in positions, representing 23% of the manager's regulatory AUM.
GAVEKAL CAPITAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GAVEKAL CAPITAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| PHYS | 16.05% | ETF | -3.77% | -0.99% | 5 | 4% | ||
| STIP | 6.92% | ETF | -0.01% | -0.18% | 1 | 1% | ||
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FEATURED IN
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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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 ...
Unlock Full Investment Process Description
GAVEKAL CAPITAL LLC Portfolio Concentration
GAVEKAL CAPITAL LLC Location
370 17TH STREET
SUITE 4930
DENVER, Colorado
UNITED STATES, 80202
SUITE 4930
DENVER, Colorado
UNITED STATES, 80202
GAVEKAL CAPITAL LLC Contact Information
Phone Number: 303-763-1810
Fax Number: 303-763-1811
Website: http://www.gavekalcapital.com
Fax Number: 303-763-1811
Website: http://www.gavekalcapital.com
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