NEW VERNON CAPITAL Overview

New Vernon Capital Holdings Ii Llc is an investment advisor that manages 908.9 MM dollars in regulatory AUM and has 18 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 33MM in positions, representing 4% of the manager's regulatory AUM.

NEW VERNON CAPITAL StockAlpha

-6.6%
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

NEW VERNON CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 25.68% ETF 4.72% 0% 0 29%
HDB 18.8% Financials -11.67% -5.78% 0 5%
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FEATURED IN
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NEW VERNON CAPITAL Founders and Key Employees

Name Title In Position Since
Arshad R. Zakaria Ceo November-2004
Jeffrey N. Edwards Coo August-2009
Sebastian Calabro Cfo April-2011
Thomas H. Patrick Chairman November-2004
Barton S. Aronson Clo/Cco May-2008

NEW VERNON CAPITAL Brokers, Custodians, Auditors and Administrators

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

NEW VERNON CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies

The Registrant’s methods of analysis and investment strategies involve several basic principles:

• Focus on intrinsic value

The Registrant’s perspective is that it is more profitable in the long-term to focus on the particular attributes of an asset rather than on the potential for shorter-term gain derived from “market-driven” (i.e., momentum-based) changes in value. Accordingly, it focuses on the intrinsic value of each asset rather than the relative value of similar assets. The Registrant applies stringent financial, operating and industry investment criteria to assess the merits and value of each investment. Key considerations in making its investment decisions may include:

• the company’s competitive advantage and its position within its industry;

• the company’s pricing power and customer ...
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NEW VERNON CAPITAL Portfolio Concentration

NEW VERNON CAPITAL Location

HARBORSIDE FINANCIAL CENTER
2330 PLAZA 5
JERSEY CITY, New Jersey
UNITED STATES, 07311

NEW VERNON CAPITAL Contact Information

Phone Number: 201-793-0570
Fax Number: 201-413-9832
Website:

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