INVICTA CAPITAL Overview

Invicta Capital Management Llc is a hedge fund that manages 320.3 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 03/31/15. The fund's latest filing disclosed 125MM in positions, representing 39% of the manager's regulatory AUM.

INVICTA CAPITAL StockAlpha

-7.2%
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

INVICTA CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

INVICTA CAPITAL Founders and Key Employees

Name Title In Position Since
Gregory A. Weaver Ceo January-2008
Daniel Capozzo Coo/Cco October-2008

INVICTA CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

INVICTA CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. What are the Firm’s investment objectives?

Invicta Capital Management, LLC (ICM) capitalizes on intensive research in the technology sector to create specialized small cap equity portfolios. This objective is realized through investments in equity securities, primarily in the small capitalization segment of the market (generally defined as the bottom 15% of the equity universe).

B. Describe your investment style.

Generally ICM’s investment style is Growth/Growth at a Reasonable Price (GARP) combined with selective shorting in the long/short accounts. ICM’s style is growth investing, but close attention is paid to company valuation--reflecting total enterprise value and market opportunity. The key question being: “What would a private or strategic buyer pay for the entire company?” This helps avoid myopic analysis that can make a company’s stock appear reasonable on a P/E b...
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INVICTA CAPITAL Portfolio Concentration

INVICTA CAPITAL Location

60 EAST 42ND STREET
SUITE 2005
NEW YORK, New York
UNITED STATES, 10165

INVICTA CAPITAL Contact Information

Phone Number: 212-585-0100
Fax Number: 646-607-9254
Website:

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