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 09/30/20. The fund's latest filing disclosed 221MM in positions, representing 55% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 221MM in positions, representing 55% of the manager's regulatory AUM.
HARVEY CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HARVEY CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 7.01% | Cons. Disc. | 4.61% | -0.78% | 0 | 45% | ||
| MSFT | 6.72% | Tech | 9.41% | -0.4% | 0 | 43% | ||
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FEATURED IN
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
7
Our method of analysis relies on the assumption that the companies we purchase and sell are providing accurate d...
Unlock Full Investment Process Description
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
7
Our method of analysis relies on the assumption that the companies we purchase and sell are providing accurate d...
Unlock Full Investment Process Description
HARVEY CAPITAL Portfolio Concentration
HARVEY CAPITAL Location
400 ROYAL PALM WAY
SUITE 400
PALM BEACH, Florida
UNITED STATES, 33480
SUITE 400
PALM BEACH, Florida
UNITED STATES, 33480
HARVEY CAPITAL Contact Information
Phone Number: 561-804-9181
Fax Number: 561-804-9107
Website: http://harveycapital.com/
Fax Number: 561-804-9107
Website: http://harveycapital.com/
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