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 09/30/21. The fund's latest filing disclosed 558MM in positions, representing 115% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 558MM in positions, representing 115% of the manager's regulatory AUM.
MV CAPITAL MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MV CAPITAL MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWF | 8.82% | ETF | 10.76% | 0.15% | 0 | 11% | ||
| IWD | 7.37% | ETF | 6.68% | -0.17% | 0 | 8% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
MV CAPITAL MANAGEMENT Portfolio Concentration
MV CAPITAL MANAGEMENT Location
4520 EAST WEST HIGHWAY
SUITE 400
BETHESDA, Maryland
UNITED STATES, 20814-3353
SUITE 400
BETHESDA, Maryland
UNITED STATES, 20814-3353
MV CAPITAL MANAGEMENT Contact Information
Phone Number: 301-656-6545
Fax Number: 301-656-2722
Website: http://mvfinancial.com
Fax Number: 301-656-2722
Website: http://mvfinancial.com
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