STIEVEN CAPITAL Overview
Stieven Capital Advisors Lp is a hedge fund that manages 331.4 MM dollars in regulatory AUM and has 7 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 12/31/20. The fund's latest filing disclosed 625MM in positions, representing 189% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 12/31/20. The fund's latest filing disclosed 625MM in positions, representing 189% of the manager's regulatory AUM.
STIEVEN CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STIEVEN CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| WAL | 5.01% | Financials | 63.31% | 2.29% | 1 | 3% | ||
| IBTX | 4.31% | Financials | 20.11% | 0.13% | 3 | 4% | ||
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FEATURED IN
STIEVEN CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joseph A. Stieven | Chairman & Chief Executive Officer | June-2005 |
| Daniel M. Ellefson | Managing Director, Chief Compliance Officer, Chief Administrative Officer | June-2005 |
| Stephen L. Covington | Managing Director, Portfolio Manager | November-2005 |
| Joseph A. Stieven | Managing Member, Stieven Capital Gp, Llc | June-2005 |
| Mark J. Ross | Managing Director | January-2015 |
STIEVEN CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
STIEVEN CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies.
The Investment Adviser’s investment objective, with respect to the Funds’ investments, is to achieve superior total returns with lower price volatility than the broad equity market (defined as the "S&P 500 Index"). The majority of the total return is expected to be composed of capital appreciation from equity and fixed-income investments; however, dividend and interest income could play a meaningful role in certain market environments. Investments are concentrated in U.S. financial institutions, primarily bank holding companies, financial holding companies, thrift holding companies and institutions, finance real estate investment trusts ("REITs") and other financial-related companies. While the Investment Adviser focuses on U.S. financial institutions, the long-term consolidation in the
financial industry could lead to a portfolio holding of the Funds b...
Unlock Full Investment Process Description
Methods of Analysis and Investment Strategies.
The Investment Adviser’s investment objective, with respect to the Funds’ investments, is to achieve superior total returns with lower price volatility than the broad equity market (defined as the "S&P 500 Index"). The majority of the total return is expected to be composed of capital appreciation from equity and fixed-income investments; however, dividend and interest income could play a meaningful role in certain market environments. Investments are concentrated in U.S. financial institutions, primarily bank holding companies, financial holding companies, thrift holding companies and institutions, finance real estate investment trusts ("REITs") and other financial-related companies. While the Investment Adviser focuses on U.S. financial institutions, the long-term consolidation in the
financial industry could lead to a portfolio holding of the Funds b...
Unlock Full Investment Process Description
STIEVEN CAPITAL Portfolio Concentration
STIEVEN CAPITAL Location
12412 POWERSCOURT DRIVE
SUITE 250
ST. LOUIS, Missouri
UNITED STATES, 63131
SUITE 250
ST. LOUIS, Missouri
UNITED STATES, 63131
STIEVEN CAPITAL Contact Information
Phone Number: 314-779-2420
Fax Number: 314-856-9996
Website: null
Fax Number: 314-856-9996
Website: null
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