GODSHALK WELSH Overview
Godshalk Welsh Capital Management Inc. is an investment advisor that manages 213.1 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 119MM in positions, representing 56% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 119MM in positions, representing 56% of the manager's regulatory AUM.
GODSHALK WELSH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GODSHALK WELSH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.23% | Tech | 7.24% | -0.47% | 0 | 43% | ||
| AAPL | 5.25% | Tech | 18.39% | 0.17% | 0 | 36% | ||
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FEATURED IN
GODSHALK WELSH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Matthew W. Welsh | President, Chief Compliance Officer | December-2012 |
GODSHALK WELSH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GODSHALK WELSH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities...
Unlock Full Investment Process Description
A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities...
Unlock Full Investment Process Description
GODSHALK WELSH Portfolio Concentration
GODSHALK WELSH Location
170 N. RADNOR CHESTER RD
SUITE 100
RADNOR, Pennsylvania
UNITED STATES, 19087-5221
SUITE 100
RADNOR, Pennsylvania
UNITED STATES, 19087-5221
GODSHALK WELSH Contact Information
Phone Number: 610-971-0202
Fax Number: 610-971-0683
Website: http://www.godshalkwelsh.com
Fax Number: 610-971-0683
Website: http://www.godshalkwelsh.com
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