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 09/30/16. The fund's latest filing disclosed 97MM in positions, representing 45% of the manager's regulatory AUM.

GODSHALK WELSH StockAlpha

+0.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GODSHALK WELSH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 2.89% Tech 3.47% 0.19% 0 36%
PGX 2.33% ETF -5.45% -0.14% 0 3%
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FEATURED IN
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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...
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GODSHALK WELSH Portfolio Concentration

GODSHALK WELSH Location

170 N. RADNOR CHESTER RD
SUITE 100
RADNOR, Pennsylvania
UNITED STATES, 19087-5221

GODSHALK WELSH Contact Information

Phone Number: 610-971-0202
Fax Number: 610-971-0683
Website:

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