WELCH CAPITAL Overview

Welch Capital Partners Llc is a hedge fund that manages 358.9 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/02 to 09/30/16. The fund's latest filing disclosed 307MM in positions, representing 86% of the manager's regulatory AUM.

WELCH CAPITAL StockAlpha

-2.2%
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

WELCH CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
C 5.17% Financials 21.66% -0.14% 0 24%
CVS 4.36% Cons. Staples -13.32% -0.34% 0 25%
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FEATURED IN
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WELCH CAPITAL Founders and Key Employees

Name Title In Position Since
Christopher W. Welch Principal/Chief Compliance Officer/Chief Operating Officer December-2000
Leighton B. Welch Principal May-1996

WELCH CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

WELCH CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investment Strategy:
Welch Capital believes that most successful equity investments are made when a longer- term perspective is taken. The majority of Welch Capital's commitments will be made with a multi-year holding period in mind. As a portfolio manager, Welch Capital sees its role as that of an accumulator of shares of businesses that offer above average returns over a three to five year period as opposed to focusing on shorts-term strategies. From time to time, however, sharp short-term price fluctuation may dictate sales and purchases in order to realize profits or reduce losses. Use of options may also be utilized on a portion of an equity portfolio to hedge risk or protect profits and reduce volatility without creating a capital gain.


Methods of Analysis:
Welch Capital's equity analysis and selection process is centered on in-depth fundamental research. It is Welch Capital's ...
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WELCH CAPITAL Portfolio Concentration

WELCH CAPITAL Location

90 PARK AVENUE
19TH FLOOR
NEW YORK, New York
UNITED STATES, 10016

WELCH CAPITAL Contact Information

Phone Number: 212-754-6077
Fax Number: 212-754-6495
Website:

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