Apex Capital Management

Apex Capital Management

Apex Capital Management
Last update 2016-04-27 263 Stocks (25 new)
Value $4.54 Bil Turnover 13 %
Top Holdings:
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Apex Capital Management Profile

Apex Capital Management is an investment management company based out of Dayton, Ohio. The company was established in 1987 by founder Nitin Natvarlal Kumbhani, who is still with the company today acting as its President, CEO, and CIO. Apex Capital Management has grown from its inception to now have 19 employees, of which 6 are investment professionals. The company’s investment process focuses on identifying long term global trends to establish a foundation, predicting growth screens for company cycles, analyzing company fundamentals, global strategies, industry, niches, track records, and others, balancing portfolios through combining stable growth with emerging companies, and adjusting risk through macro-economic cycle analysis. Apex Capital Management conducts its research internally, utilizing a bottom up methodology and top down theme identification. The company invests in the growth stocks of companies, allocating its assets across the public equity markets of the U.S. across all major market caps. Apex Capital Management invests most heavily in the services, technology, and health care sectors, each making up over a fifth of its total asset allocations, and also invests in the financial, consumer cyclical, transportation, and capital goods sectors, among others to a lesser degree, in order of decreasing allocation. The company holds over $4 billion in total assets under management spread across over 3,000 accounts, all of which are discretionary. Both of the firm’s total number of accounts and total managed assets have been increasing in recent years with its total managed assets growing significantly from $400 million back in 2010 to experience a tenfold growth. Apex Capital Management mainly caters to high net worth individuals, which alone makes up approximately two thirds of its entire client base, and also provides services to individuals, pension and profit sharing plans, charities, investment companies, corporations, and others, in order of decreasing clientele. The company currently offers its Small/Mid Cap Growth mutual fund.

Apex Capital Management Investing Philosophy

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