VALENTINE CAPITAL Overview
Valentine Capital Asset Management Inc. is an investment advisor that manages 366.7 MM dollars in regulatory AUM and has 4 employees, of which 1 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 12/31/15. The fund's latest filing disclosed 89MM in positions, representing 24% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 12/31/15. The fund's latest filing disclosed 89MM in positions, representing 24% of the manager's regulatory AUM.
VALENTINE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VALENTINE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
VALENTINE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John L. Valentine | Principal/President | March-2006 |
| Reynold C. Samoranos | Chief Compliance Officer | February-2012 |
| Whitney J. Valentine | Owner | August-2014 |
VALENTINE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
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VALENTINE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you: charting analysis, technical analysis, fundamental analysis and cyclical analysis.
Our investment strategies and advice may vary depending upon each client’s specific financial situation and goals. We determine investments and allocations based upon your predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various factors. Your restrictions and guidelines may affect the composition of your portfolio.
Our strategies and investments may have unique and significant tax implications. However, unless we specifically agree otherwise, and in writing, tax efficiency is not our primary consideration in the management of your assets. Regardless of your account size or any other f...
Get the Full Report
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you: charting analysis, technical analysis, fundamental analysis and cyclical analysis.
Our investment strategies and advice may vary depending upon each client’s specific financial situation and goals. We determine investments and allocations based upon your predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various factors. Your restrictions and guidelines may affect the composition of your portfolio.
Our strategies and investments may have unique and significant tax implications. However, unless we specifically agree otherwise, and in writing, tax efficiency is not our primary consideration in the management of your assets. Regardless of your account size or any other f...
Get the Full Report
VALENTINE CAPITAL Portfolio Concentration
VALENTINE CAPITAL Location
588 SAN RAMON VALLEY BOULEVARD
2ND FLOOR
DANVILLE, California
UNITED STATES, 94526
2ND FLOOR
DANVILLE, California
UNITED STATES, 94526
VALENTINE CAPITAL Contact Information
Phone Number: 925-275-0200
Fax Number: 925-867-3333
Website: http://www.valentinewealth.com
Fax Number: 925-867-3333
Website: http://www.valentinewealth.com
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Disclaimer
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