VERGER CAPITAL Overview

Verger Capital Management Llc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 11 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 224MM in positions, representing 17% of the manager's regulatory AUM.

VERGER CAPITAL StockAlpha

-4.4%
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

VERGER CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 34.44% ETF 1.46% -0.02% 0 9%
EFA 17.46% ETF -4.33% -1.03% 0 13%
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FEATURED IN
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VERGER CAPITAL Founders and Key Employees

Name Title In Position Since
James J. Dunn Chief Executive Officer, Chief Investment Officer October-2013
Craig Thomas Vice President, Treasurer, Managing Director October-2013
Vicki J. West Vice President, Secretary, Chief Operating Officer October-2013
David W. Dupree Member, Board Of Managers October-2013
James R. Helvey Member, Board Of Managers October-2013
Adelaide A. Sink Member, Board Of Managers June-2014
Steven S. Reinemund Member, Board Of Managers June-2014
Bruce H. Milam Member, Board Of Managers June-2014
Peter C. Brockway Member, Board Of Managers June-2014
Benjamin C. Sutton Member, Board Of Managers June-2014
James T. Williams Member, Board Of Managers June-2014
James F. Miller Member, Board Of Managers September-2014
Beverly J. Langley Chief Compliance Officer December-2014

VERGER CAPITAL Brokers, Custodians, Auditors and Administrators

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

VERGER CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Verger Capital specializes in asset allocation, portfolio construction and manager selection. We take a holistic view of the portfolio and aim to gain a deep understanding of the factors that are driving the portfolio’s risks and returns. Unlike asset classes, risk factors are flexible and they afford us deeper insight into the portfolio. Armed with this deeper understanding, we combine risk factors in such a way that maximize the portfolio’s chances of success. The result of this process is a well-balanced, diversified, and robust portfolio that is well positioned to weather storms that periodically erupt in capital markets. Lastly, we employ a factor based approach to create a customized portfolio hedge to limit losses and reduce volatility.

Our manager selection process is driven by our focus on separating talent from luck. Our process focuses on both a qualitative evaluation a...
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VERGER CAPITAL Portfolio Concentration

VERGER CAPITAL Location

1834 WAKE FOREST ROAD
STARLING HALL
WINSTON-SALEM, North Carolina
UNITED STATES, 27106

VERGER CAPITAL Contact Information

Phone Number: 336-758-4240
Fax Number: 336-758-4241
Website:

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