HARVEY CAPITAL Overview

Harvey Capital Management Inc is an investment advisor that manages 398.6 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 197MM in positions, representing 49% of the manager's regulatory AUM.

HARVEY CAPITAL StockAlpha

-6.4%
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

HARVEY CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 7.68% Tech 1.31% -0.05% 0 42%
ACAD 5.38% Health -15.88% -0.45% 0 7%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

HARVEY CAPITAL Founders and Key Employees

Name Title In Position Since
Robert D. Harvey Chairman/Ceo May-1996
Sophia H. Burnichon Executive Vice President/Chief Compliance Officer September-2011
Alexander T. Harvey President September-2011

HARVEY CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

HARVEY CAPITAL Investment Strategy

Item 8: Methods of Analysis, Investment Strategies & Risk of Loss

Methods of Analysis

We use the following methods of analysis in formulating our investment advice and managing client assets:

 Fundamental: Fundamental analysis is a general assessment based upon various factors including stock valuation, earnings, balance sheet and cash flow analysis.

 Charting and Technical: Charting consists of a technical analysis using graphs to illustrate various patterns or progressions in the market or account movement.

The main source of research includes:

 Bloomberg
 Research Services Prepared by others (i.e. O’Neil, Value Line, etc.)
 Financial Newspapers/Magazines
 Company Presentations
 Annual Reports, Prospectuses and SEC Filings
 Internet




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Our method of analysis relies on the assumption that the companies we purchase and sell are providing accurate d...
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HARVEY CAPITAL Portfolio Concentration

HARVEY CAPITAL Location

400 ROYAL PALM WAY
SUITE 400
PALM BEACH, Florida
UNITED STATES, 33480

HARVEY CAPITAL Contact Information

Phone Number: 561-804-9181
Fax Number: 561-804-9107
Website:

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