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 09/30/21. The fund's latest filing disclosed 413MM in positions, representing 115% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/02 to 09/30/21. The fund's latest filing disclosed 413MM in positions, representing 115% of the manager's regulatory AUM.
WELCH CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
WELCH CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 36.72% | ETF | 8.92% | -0.04% | 0 | 13% | ||
| SPY | 24% | ETF | 8.89% | 0% | 0 | 25% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
WELCH CAPITAL Portfolio Concentration
WELCH CAPITAL Location
90 PARK AVENUE
19TH FLOOR
NEW YORK, New York
UNITED STATES, 10016
19TH FLOOR
NEW YORK, New York
UNITED STATES, 10016
WELCH CAPITAL Contact Information
Phone Number: 212-754-6077
Fax Number: 212-754-6495
Website: http://www.welchcapital.com
Fax Number: 212-754-6495
Website: http://www.welchcapital.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here