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 09/30/16. The fund's latest filing disclosed 537MM in positions, representing 38752% of the manager's regulatory AUM.

GIVERNY CAPITAL INC. StockAlpha

-7.3%
Top 25%
1.75yr StockAlpha Register for more...

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

GIVERNY CAPITAL INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 17.69% Financials 10.83% -0.91% 0 28%
LKQ 8.4% Cons. Disc. -8.09% -0.88% 1 13%
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FEATURED IN
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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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GIVERNY CAPITAL INC. Portfolio Concentration

GIVERNY CAPITAL INC. Location

118 RUE ST-PIERRE
MONTREAL, CANADA, H2Y 2L7

GIVERNY CAPITAL INC. Contact Information

Phone Number: 514-842-5589
Fax Number: 514-842-3532
Website:

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