LVM CAPITAL Overview

Lvm Capital Management Ltd is an investment advisor that manages 495.2 MM dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 310MM in positions, representing 63% of the manager's regulatory AUM.

LVM CAPITAL StockAlpha

-0.9%
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

LVM CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 5.07% Tech -0.31% -0.08% 0 42%
TYG 4.36% ETF 2.6% -0.09% 6 2%
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FEATURED IN
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LVM CAPITAL Founders and Key Employees

Name Title In Position Since
Craig A. Vander Molen President June-1988
Lawrence L. Harrison Secretary, Treasurer September-1990
David P. Cleveland Chief Compliance Officer March-1990
Charles A. Prudhomme Shareholder May-2001

LVM CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

LVM CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in securities involves risk of loss that clients should be prepared to bear. Investing in publically‐traded mark‐to‐ market securities always poses market risk and company‐specific risk that clients should be prepared to bear. LVM uses Bloomberg, the Zacks Research system, and Thinkpipes through which it accesses a wide variety of data including, but not limited to, historical financial information and earnings estimates for companies followed by most Wall Street analysts. LVM uses a fundamental approach to investing that emphasizes traditional valuation measures for selecting individual securities. These measures (including, but not limited to, price/earnings, price/book, price/sales, cash flow, return on equity, return on invested capital, leverage ratios, and spread versus U.S. Treasurys) are compared with a security’s historic measures as well as to overall market measures. LVM also uses asset...
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LVM CAPITAL Portfolio Concentration

LVM CAPITAL Location

7840 MOORSBRIDGE ROAD
PORTAGE, Michigan
UNITED STATES, 49024

LVM CAPITAL Contact Information

Phone Number: 269-321-8120
Fax Number: 269-321-8126
Website:

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