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 12/31/20. The fund's latest filing disclosed 594MM in positions, representing 120% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 594MM in positions, representing 120% of the manager's regulatory AUM.
LVM CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LVM CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 10.37% | Tech | 1.26% | -1.01% | 0 | 52% | ||
| MSFT | 6.85% | Tech | 17.5% | 0.47% | 0 | 50% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
LVM CAPITAL Portfolio Concentration
LVM CAPITAL Location
7840 MOORSBRIDGE ROAD
PORTAGE, Michigan
UNITED STATES, 49024
PORTAGE, Michigan
UNITED STATES, 49024
LVM CAPITAL Contact Information
Phone Number: 269-321-8120
Fax Number: 269-321-8126
Website: http://www.lvmcapital.com
Fax Number: 269-321-8126
Website: http://www.lvmcapital.com
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