WhaleScore 2.0 ?
HTTPS://FR-CA.FACEBOOK.COM/GIVERNY-CAPITAL-INC-104218636339885/ • MONTREAL, A8 • Investment Advisor How do I update this listing?
Giverny Capital is based out of Montreal. Giverny Capital is a large advisory firm with 2825 clients and discretionary assets under management (AUM) of $1,063,765,143 (Form ADV from 2020-12-24). Their last reported 13F filing for Q2 2021 included $1,644,170,000 in managed 13F securities and a top 10 holdings concentration of 61.79%. Giverny Capital's largest holding is Berkshire Hathaway Inc Class B with shares held of 735,744. Giverny Capital has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 27 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16
|Performance for Q2 2021:||6.82%|
|Performance Last 4 Quarters:||40.81%|
|Stdev (5-yrs):||Subscription required||BETA (5-yrs):||Subscription required||ALPHA (3-yrs):||Subscription required|
|Max Drawdown (all-years):||Subscription required||Annualized Perf (3-yrs):||Subscription required||Batting Avg vs S&P. (3-yrs):||Subscription required|
|Sortino (3-yrs):||Subscription required||Stutzer (3-yrs):||Subscription required||Treynor (3-yrs):||Subscription required|
|Sterling (3-yrs):||Subscription required||Calmar (3-yrs):||Subscription required||Information Ratio (3-yrs):||Subscription required|
|Tracking Error (3 yrs):||Subscription required||Stdev Down (3-yrs):||Subscription required||Winning Months %:||Subscription required|
|Losing Months %:||Subscription required||Best 12 Months:||Subscription required||Worst 12 Months:||Subscription required|
|Efficiency Ratio (3-yrs):||Subscription required||Sharpe:||Subscription required||Stdev Sectors:||Subscription required|
|Skewness (3-yrs):||Subscription required||Kurtosis (3-yrs):||Subscription required||Upside Potential (3-yrs):||Subscription required|
|SEC Registration as :||Large Advisory Firm,Principal Office Outside the US|
|Form of Organization:||Corporation|
|Number of employees:||16|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management|
|Amount of client funds and securities:|
|Total Number of Clients:||2825|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|
|Name||Title||Start Date||Direct/Indirect||% Ownership|
|ROCHON, FRANCOIS||CEO||01/01/1998||Direct||50 - 75%|
|BOUCHARD, JEAN-PHILIPPE||VP||01/01/2010||Direct||less than 5%|
|MUSEE GIVERNY CAPITAL INC.||SHAREHOLDER||01/01/2007||Direct||10 - 25%|
|9186-0841 QUEBEC INC.||SHAREHOLDER||02/01/2008||Direct||10 - 25%|