J.H. WHITNEY CAPITAL Overview

J.h. Whitney Capital Partners Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 19 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 11MM in positions, representing 1% of the manager's regulatory AUM.

J.H. WHITNEY CAPITAL StockAlpha

-68.7%
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

J.H. WHITNEY CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IRG 100% Cons. Disc. -66.55% -68.18% 413 3%
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FEATURED IN
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J.H. WHITNEY CAPITAL Founders and Key Employees

Name Title In Position Since
Paul R. Vigano Managing Director; Managing Member November-2004
Robert M. Williams Managing Director; Managing Member November-2004
Michael C. Salvator Managing Director; Managing Member; Chief Financial Officer November-2004
Peter M. Castleman Non-Managing Member November-2004
Kevin J. Curley General Counsel; Chief Compliance Officer November-2004

J.H. WHITNEY CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro

J.H. WHITNEY CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies

The Whitney Funds invest principally in small and middle market buyouts and recapitalizations of growth-oriented companies in the United States or with significant operations in the United States. In seeking private equity investments, Whitney Capital Partners looks for companies that are not achieving their full potential in which Whitney Capital Partners believes it can act as a change agent to achieve increased growth and profitability and build equity value. Whitney Capital Partners identifies investment opportunities primarily through a combination of its own proactive research, its network of contacts, including former portfolio company CEOs and directors and other contacts, and by monitoring broken auctions.

Whitney Capital Partners performs extensive research and due diligence with respect to each prospective investment. Business due diligence ...
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J.H. WHITNEY CAPITAL Portfolio Concentration

J.H. WHITNEY CAPITAL Location

130 MAIN STREET
NEW CANAAN, Connecticut
UNITED STATES, 06840

J.H. WHITNEY CAPITAL Contact Information

Phone Number: 203-716-6100
Fax Number: 203-966-5625
Website:

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