EWAX Capital invests globally in public companies. We screen companies using an intensive research process that seeks to identify mispriced securities using Fundamental and Technical Analysis approach.
We capitalize opportunistically on shorter-term or special situation (e.g. spinoffs, reorganizations, merger arbitrage) while maintaining a concentrated core portfolio of high-quality longs and over-hyped single-name shorts.
* For non-U.S. public companies, we utilize American Depository Receipts which are called ADRs. These are receipts of shares of foreign companies that trade on the U.S. stock market exchanges.
Marcus Furman (Fundamental Analysis & Portfolio Manager)
Fernando Yuchi (Technical Analysis & Portfolio Manager)
Zak Walters (Intermarket Analysis)
Heberto Serrato (Technology Sector Research)
Robin Holmen (Market Forecasting)
We look for investment opportunities in stocks with market caps above $6 billion. Our team uses an investment process focused on generating strong performance while managing risk. Some important points:
-Prudent diversification, analysis of beta, sector, industry and other factors.
-Technical Analysis and bottom-up stock selection approach
-Our team works continuously to discover new investment ideas.
Last Update: November, 2023
|EWAX Capital||S&P 500|
- Consumer, Non-cyclical
- Consumer, Cyclical