Emerging Value Oriented Investment Advisor Up 19 Percent in 2012


Motiwala Capital is an RIA started by a research consultant for Zeke Ashton’s Centaur Capital. Motiwala Capital, which manage separate accounts and uses a value oriented approach, beat the market by several hundred basis points in 2012, with a 19% return net of fees (its first full year). Out of 41 special situations which the fund invested in, 39 were successful. The founder, Adib Motiwala, has an MBA in Finance from UTD  (2010) and MS in Comp Sc. from Texas A&M (2001). We mostly detail larger funds on the site, but the best performance is usually found in smaller funds (as many studys have shown). Below we detail some interesting information from their fourth quarter letter:

Overall performance in 2012 was good with two winners for every down position. Our biggest winners by total return were Sauer-Danfoss (SHS) (50%), CSG Systems (CSGS) (40%), Conrad Industries (CNRD) (36%), Western Digital (WDC) (35%), UFP Technologies (UFPT) (20%) and Mind CTI (MNDO) (17%). We had a 95% success rate on special situations in 2012 with 39 of 41 investments profitable and positively contributing to portfolio returns.

Motiwala capital 2012_Q4 by ValueWalk.com

Exclusive: David Einhorn’s FOF Has 270% Return From Revenue Share Agreement [In-Depth]

david einhorn, reading, valuewalk, internet, investment research, Greenlight Capital, hedge funds, Greenlight Masters, famous hedge fund owners, big value investors, websites, books, reading financials, investment analysis, shortselling, investment conferences, shorting, short biasGreenlight Masters, the fund of funds managed by David Einhorn, returned 26.2% net of fees in 2020, outperforming the S&P 500, which returned 18.4% throughout the year. Q4 2020 hedge fund letters, conferences and more According to a copy of the firm's letter, which ValueWalk has been able to review, the dispersion of returns in Read More

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