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 09/30/16. The fund's latest filing disclosed 320MM in positions, representing 80% of the manager's regulatory AUM.

ZEBRA CAPITAL StockAlpha

+1.3%
Top 25%
3yr StockAlpha Register for more...

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

ZEBRA CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
COLM 1.23% Cons. Disc. 11.7% 0.07% 0 3%
CPS 1.23% Cons. Disc. 5.77% 0.01% 0 4%
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FEATURED IN
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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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ZEBRA CAPITAL Portfolio Concentration

ZEBRA CAPITAL Location

612 WHEELERS FARMS RD
MILFORD, Connecticut
UNITED STATES, 06461

ZEBRA CAPITAL Contact Information

Phone Number: 203-878-3223
Fax Number: 203-878-1113
Website:

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