GLOVISTA INVESTMENTS Overview

Glovista Investments Llc is an investment advisor that manages 983.8 MM dollars in regulatory AUM and has 17 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 520MM in positions, representing 53% of the manager's regulatory AUM.

GLOVISTA INVESTMENTS StockAlpha

-11.7%
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

GLOVISTA INVESTMENTS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MCHI 23.7% ETF -4.7% -1.54% 2 1%
SJNK 8.65% ETF 0.4% -0.03% 1 3%
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FEATURED IN
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GLOVISTA INVESTMENTS Founders and Key Employees

Name Title In Position Since
Carlos M. Asilis Partner May-2007
Darshan N. Bhatt Managing Partner May-2007
Thomas K. Morgan Chief Compliance Officer And General Counsel January-2014
Christy Espinal Chief Financial Officer March-2014
Alberto Pagan-Matos Managing Director March-2014
Robert F. Slutz Chief Executive Officer August-2014

GLOVISTA INVESTMENTS Brokers, Custodians, Auditors and Administrators

Type Company

GLOVISTA INVESTMENTS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:

•Global Macro Analysis - an investment strategy that uses top-down macroeconomic analysis of countries and regions, currencies, interest rates, commodities and industry
/ sectors to create portfolios. This strategy involves establishing market positions to
take advantage of perceived broad economic trends and changes in macro variables anticipated by the manager.

• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.

• ...
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GLOVISTA INVESTMENTS Portfolio Concentration

GLOVISTA INVESTMENTS Location

ONE EVERTRUST PLAZA
11TH FLOOR
JERSEY CITY, New Jersey
UNITED STATES, 07302

GLOVISTA INVESTMENTS Contact Information

Phone Number: 212-336-1540
Fax Number: 201-839-4349
Website:

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