NAVCAP® is excited to announce a Marketing Services Agreement with Oak Funds/Oak Associates, Ltd..

 The Oak Associates Funds are managed by Oak Associates, ltd., a nationally recognized growth equity investment advisor. Founded in 1985, Oak Associates has managed quality growth portfolios for national endowments, public pension plans and private clients for over 25 years. The firm’s first two mutual funds were opened in 1992, followed by the introduction of five additional funds over the next several years. Oak Associates’ success is a result of our portfolio managers’ experience, the conviction to concentrate portfolios in key growth areas, diligent research, and an unwavering focus on long-term performance.
www.oakfunds.com

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NAVCAP® | NAV Capital Partners, LLC is excited to announce a NEW Marketing Services Agreement with Hennion & Walsh

NAVCAP® | NAV Capital Partners, LLC (www.navcap.net) is excited to announce a NEW Marketing Services Agreement with Hennion & Walsh (www.hennionandwalsh.com). NAVCAP® will market Hennion & Walsh’s SmartTrust® UITs and SmartGrowth® Mutual Funds.

www.hennionandwalsh.com

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NAVCAP is excited to announce a NEW Marketing Services Agreement with GlobalXFunds

NAVCAP is excited to announce a NEW Marketing Services Agreement with GlobalXFunds. GlobalXFunds is the fastest growing ETF provider in the marketplace. Learn more about GlobalXFunds at http://www.globalxfunds.com/. GlobalXFunds has a unique approach to innovation and their ETFs target China sectors, Brazil sectors, Copper Miners “COPX”, Silver Miners “SIL”, the Nordic 30 “GXF”, Columbia “GXG”, and Lithium LIT

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NAVCAP signs a Marketing Services Agreement with McComsey Asset Management

McComsey Asset Management, LLC is an SEC registered investment advisor that focuses on managing growth equity portfolios for high net worth and institutional clients. Our firm specializes in disciplined, quantitative approaches to actively managing large capitalization equities. We strive to outperform key indices in bull and bear markets by employing a consistently back-tested, adaptive quantitative model. Risk is mitigated through our highly effective sell discipline, which recognizes deterioration early and prevents selling winners too soon during volatile periods. McComsey Asset Management, LLC is privately owned and based in Los Angeles, California.

INVESTMENT PHILOSOPHY

McComsey Asset Management is a quantitative growth equity manager. We invest in successful, liquid, growing large capitalization companies with little or no debt, while adhering to diversification disciplines to minimize risk. By relying on factors our firm can quantify, we form the basis for a repeatable investment process. The consistent back-testing of our quantitative model contributes in making this unique investment process effective and sustainable.

Our growth philosophy is founded on analysts’ earnings estimate revisions with an objective of high alpha and low risk. Built on the premise that company earnings are the key driver of stock performance, this sophisticated model incorporates our comprehensive examination of key analysts’ earnings estimate revisions. Our systematic and disciplined evaluation of the most effective analysts’ opinions removes subjectivity and results in optimal use of the most accurate earnings forecast revisions.

We believe a strong sell discipline is crucial in achieving our goal to outperform in up and down markets. In applying our strong sell/rebalance discipline, we seek to recognize deterioration early, avoid selling winners too soon and maintain balanced position sizes. These measures enable us to capture alpha while remaining well diversified.

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NAVCAP® is excited to announce Mike Smith is joining as a Managing Partner serving TN, KY, and AL. Mike brings a strong history of success.

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NAVCAP Secures a Marketing Services Agreement with Intrepid Capital Partners

Intrepid Capital Partners ICMBX, ICMCX, ICMYX

http://intrepidcapitalfunds.com/index.html

Disciplined.

Opportunistic.

Proven process.

Dedicated to a disciplined, constant pursuit of value, we rely on our time-tested proprietary private market valuation techniques to find opportunities with the potential for attractive risk-adjusted, absolute returns.

Contrarian in nature.

We pride ourselves on independent thinking. We’re discerning, deliberate and disciplined. Intrepid Funds’ portfolios are filled with our best ideas to provide potential value to our shareholders.

the constant pursuit of value

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Alex Fordelis joins NAVCAP serving the Carolinas

Alex Fordelis joins NAVCAP as a Specialist serving greater North and South Carolina. Alex comes to NAVCAP with a strong history of performance and meaningful relationships. We are excited to have Alex’s leadership skills and veteran qualities as a part of our growing company.

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Richard Kash joins NAVCAP serving greater Texas

Richard Kash joins NAVCAP as a Specialist serving greater Texas. Rich comes to NAVCAP with a strong history of performance and meaningful relationships. We are excited to have Rich’s leadership skills and veteran qualities as a part of our growing company.

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Robert Markovich joins NAVCAP as a Specialist in greater Ohio

Bob Markovich joins NAVCAP as a Specialist serving greater Ohio. Bob comes to NAVCAP with a strong history of performance and meaningful relationships. We are excited to have Bob’s leadership skills and veteran qualities as a part of our growing company.

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NAVCAP secures a Marketing Services Agreement with Ascendant Capital Partners

Ascendant Capital Partners LP (ACP) is a hedge fund advisory firm, founded in 2001, with offices in Berwyn, Pennsylvania. We identify, evaluate, and build portfolios of world-class hedge funds in order to provide our clients with strategies, which seek to meet their absolute return goals.
ACP evaluates hundreds of hedge funds each year and invests with only a select number of fund managers who meet our investment objectives in terms of alpha generation with risk controls. We employ a rigorous evaluation process to identify the next generation of leading equity based hedge fund managers. ACP is exclusively focused on creating a world-class alternative asset firm providing institutional and high net worth investors with a diversified selection of high-quality absolute return strategies.

http://www.acpfunds.com/

NAVCAP® = Intelligent Distribution® for Unique and Boutique® Asset Managers, ETFs, Managed Accounts, Mutual Funds, and Alternative Investments.

www.navcap.net

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