ZEBRA CAPITAL Overview
Zebra Capital Management is a hedge fund that manages 398.1 MM dollars in regulatory AUM and has 14 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/04 to 09/30/19. The fund's latest filing disclosed 92MM in positions, representing 23% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 09/30/19. The fund's latest filing disclosed 92MM in positions, representing 23% of the manager's regulatory AUM.
ZEBRA CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ZEBRA CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AVX | 1.66% | Tech | 0.47% | -0.1% | 0 | 2% | ||
| NGHCN | 1.63% | Financials | -6.97% | -0.19% | 0 | 2% | ||
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FEATURED IN
ZEBRA CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Roger G. Ibbotson | Managing Member | September-2001 |
| Peter A. Schaffer | Chief Operating Officer, Chief Compliance Officer | April-2008 |
| John J. Holmgren | President | October-2011 |
ZEBRA CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
ZEBRA CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis & Investment Strategies
The Zebra Long-Only and Zebra Long/Short strategies (“Zebra Equity Strategies”) seek to capture the commonly-known, liquidity premium in the public equity markets. The Zebra Global Equity Fund, in addition to capturing the liquidity premium, targets a beta neutral portfolio (+/- 0.2) and incorporates leverage (2.0-3.0:1).
The initial universe for each portfolio is based on capitalization. This prevents exposure to relative illiquidity in the smallest capitalization stocks, where absolute illiquidity would be a concern. The universe is further qualified by incorporating minimum share price, turnover, and sector constraints. The inclusion criteria for these components vary from country to country and are specific to each market.
The Zebra Equity Strategies are designed to identify mispriced securities through the use of a proprietary methodology ...
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Methods of Analysis & Investment Strategies
The Zebra Long-Only and Zebra Long/Short strategies (“Zebra Equity Strategies”) seek to capture the commonly-known, liquidity premium in the public equity markets. The Zebra Global Equity Fund, in addition to capturing the liquidity premium, targets a beta neutral portfolio (+/- 0.2) and incorporates leverage (2.0-3.0:1).
The initial universe for each portfolio is based on capitalization. This prevents exposure to relative illiquidity in the smallest capitalization stocks, where absolute illiquidity would be a concern. The universe is further qualified by incorporating minimum share price, turnover, and sector constraints. The inclusion criteria for these components vary from country to country and are specific to each market.
The Zebra Equity Strategies are designed to identify mispriced securities through the use of a proprietary methodology ...
Unlock Full Investment Process Description
ZEBRA CAPITAL Portfolio Concentration
ZEBRA CAPITAL Location
612 WHEELERS FARMS RD
MILFORD, Connecticut
UNITED STATES, 06461
MILFORD, Connecticut
UNITED STATES, 06461
ZEBRA CAPITAL Contact Information
Phone Number: 203-878-3223
Fax Number: 203-878-1113
Website: http://www.zebracapital.com
Fax Number: 203-878-1113
Website: http://www.zebracapital.com
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