GIVERNY CAPITAL INC. Overview
Giverny Capital Inc. is an investment advisor that manages 1.4 MM dollars in regulatory AUM and has 6 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/15 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 119688% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/15 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 119688% of the manager's regulatory AUM.
GIVERNY CAPITAL INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GIVERNY CAPITAL INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 8.28% | Financials | 8.63% | 0.49% | 0 | 36% | ||
| FIVE | 7.47% | Cons. Disc. | -8.16% | -1.06% | 1 | 9% | ||
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FEATURED IN
GIVERNY CAPITAL INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Francois Rochon | Ceo | January-1998 |
| Jean-Philippe Bouchard | Chief Compliance Officer | January-2010 |
GIVERNY CAPITAL INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GIVERNY CAPITAL INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Our objective is to achieve superior risk-adjusted investment returns for our clients over the long term.
Our primary method of analyzing securities suitable for our clients is fundamental research and our investment approach is based on Value Investing. Fundamental research entails analyzing information that is pertinent to evaluating and estimating the intrinsic value of a company. This can include, among other things, a company’s annual reports, regulatory filings, analyst reports, information gathered during meetings with management, financial newspapers and company press releases.
Investment Strategies
We developed an investment process founded on the core principles of Value Investing: buying shares in companies with durable competitive advantages, when the intrinsic value of these businesses is meaningfully higher than their current share prices.
E...
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Methods of Analysis
Our objective is to achieve superior risk-adjusted investment returns for our clients over the long term.
Our primary method of analyzing securities suitable for our clients is fundamental research and our investment approach is based on Value Investing. Fundamental research entails analyzing information that is pertinent to evaluating and estimating the intrinsic value of a company. This can include, among other things, a company’s annual reports, regulatory filings, analyst reports, information gathered during meetings with management, financial newspapers and company press releases.
Investment Strategies
We developed an investment process founded on the core principles of Value Investing: buying shares in companies with durable competitive advantages, when the intrinsic value of these businesses is meaningfully higher than their current share prices.
E...
Get the Full Report
GIVERNY CAPITAL INC. Portfolio Concentration
GIVERNY CAPITAL INC. Location
118 RUE ST-PIERRE
MONTREAL, CANADA, H2Y 2L7
MONTREAL, CANADA, H2Y 2L7
GIVERNY CAPITAL INC. Contact Information
Phone Number: 514-842-5589
Fax Number: 514-842-3532
Website: https://givernycapital.com
Fax Number: 514-842-3532
Website: https://givernycapital.com
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