NEW VERNON INVESTMENT Overview

New Vernon Investment Management Llc is an investment advisor that manages 195.2 MM dollars in regulatory AUM and has 13 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 95MM in positions, representing 49% of the manager's regulatory AUM.

NEW VERNON INVESTMENT StockAlpha

-1.6%
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 INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DXJ 6.77% ETF 16.5% 0.8% 0 7%
VKQ 5.68% ETF -9.02% -0.59% 3 1%
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FEATURED IN
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NEW VERNON INVESTMENT Founders and Key Employees

Name Title In Position Since
Nathan Shapiro Member July-2011
Daniel M. Shapiro Chief Compliance Officer/Member July-2011
Steven A. Shapiro Managing Member July-2011

NEW VERNON INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

NEW VERNON INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



NVIM Fund Strategies

Each of the NVIM Fund families has unique investment objectives and strategies, based upon the specific investment focus of the applicable fund.

Global Fixed Income. The primary investment objective of the Global Fixed Income Fund is to provide investors with non-U.S. currency diversification by investing in a diversified portfolio of non-U.S. fixed income securities, with a focus on non-U.S. sovereign debt, in local currencies. Through an analysis of fundamental economic indicators, such as monetary and fiscal governmental policies, political stability, and market data, NVIM seeks to identify countries that are viable investment candidates, and then screens within these countries in an effort to identify bonds that exhibit relative value.

Global Opportunities. The primary investment objective of the Global Opportunities Funds is to achieve cap...
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NEW VERNON INVESTMENT Portfolio Concentration

NEW VERNON INVESTMENT Location

799 CENTRAL AVE
SUITE 350
HIGHLAND PARK, Illinois
UNITED STATES, 60035

NEW VERNON INVESTMENT Contact Information

Phone Number: 847-926-5700
Fax Number: 847-926-5701
Website:

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