Navellier & Associates Inc.
Navellier & Associates, Inc. is an independent, SEC-registered investment adviser headquartered in Reno, Nevada. Founded in 1987, the firm specializes in developing and managing customized investment portfolios for a diverse range of clients, including individuals, trusts, institutions, pensions, and endowments. The firm is 100% owned by Louis G. Navellier, who serves as Founder and Chief Investment Officer. With a team of around 25 employees, Navellier & Associates provides portfolio management using disciplined quantitative and fundamental approaches, primarily serving high-net-worth individuals and institutions.
Investment Strategy
Navellier & Associates employs a disciplined investment approach that combines quantitative and fundamental analysis. Their process involves a multi-step, data-driven screening to identify securities with strong growth characteristics, robust fundamentals, and market inefficiencies. They offer customized portfolios across styles and market caps—including growth, value, and global strategies—while focusing on risk management. The team seeks to maximize returns by optimizing portfolios based on extensive analytics and ongoing reviews, striving to outperform the market for both individual and institutional clients.
Top Holdings
Equity Positions (301)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA Corporation | 11.08% | $89.4M | 566,045 | $22.41 | $157.99 | +$24.9M |
P PWR | Quanta Services, Inc. | 2.48% | $20.0M | 53,017 | $129.85 | $378.08 | +$2.5M |
C COST | Costco Wholesale Corporation | 2.40% | $19.3M | 19,544 | $636.50 | $989.94 | -$616.5K |
L LLY | Eli Lilly and Company | 2.33% | $18.8M | 24,141 | $479.54 | $779.53 | -$1.4M |
R RCL | Royal Caribbean Group | 2.28% | $18.4M | 58,883 | $101.09 | $313.14 | +$4.9M |