MV CAPITAL MANAGEMENT Overview

Mv Capital Management Inc. is an investment advisor that manages 485 MM dollars in regulatory AUM and has 9 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 275MM in positions, representing 57% of the manager's regulatory AUM.

MV CAPITAL MANAGEMENT StockAlpha

-2.9%
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

MV CAPITAL MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
USMV 16.79% ETF -2.66% -0.67% 0 5%
IWF 9.08% ETF -0.98% -0.23% 0 8%
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FEATURED IN
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MV CAPITAL MANAGEMENT Founders and Key Employees

Name Title In Position Since
Masood Vojdani President December-2005
Mark E. Underwood Chief Compliance Officer November-2009

MV CAPITAL MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

MV CAPITAL MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. MVCM may utilize the following methods of security analysis:
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)

MVCM may utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold within a year)

Please Note: Investment Risk. Investing in securities involves risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strateg...
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MV CAPITAL MANAGEMENT Portfolio Concentration

MV CAPITAL MANAGEMENT Location

4520 EAST WEST HIGHWAY
SUITE 400
BETHESDA, Maryland
UNITED STATES, 20814-3353

MV CAPITAL MANAGEMENT Contact Information

Phone Number: 301-656-6545
Fax Number: 301-656-2722
Website:

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