WELCH GROUP LLC Overview

Welch Group Llc is an investment advisor that manages 743.7 MM dollars in regulatory AUM and has 8 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/08 to 09/30/16. The fund's latest filing disclosed 503MM in positions, representing 68% of the manager's regulatory AUM.

WELCH GROUP LLC StockAlpha

+0.7%
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

WELCH GROUP LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
INTC 3.36% Tech -7.33% -0.21% 0 25%
XOM 3.22% Energy 1.21% -0.13% 0 29%
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WELCH GROUP LLC Founders and Key Employees

Name Title In Position Since
Stewart H. Welch Managing Member January-1986
Charles G. Weyandt Chief Compliance Officer May-2001
Charles H. Smith Chief Investment Officer December-2009
Thomas M. Wagner Senior Investment Adviser January-2013
Kimberly R. Reynolds Senior Investment Adviser January-2013

WELCH GROUP LLC Brokers, Custodians, Auditors and Administrators

Type Company

WELCH GROUP LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Welch Group may utilize the following methods of security analysis:
 Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
 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)

7

The Welch Group 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)
 Tradin...
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WELCH GROUP LLC Portfolio Concentration

WELCH GROUP LLC Location

3940 MONTCLAIR RD
FIFTH FLOOR
BIRMINGHAM, Alabama
UNITED STATES, 35213

WELCH GROUP LLC Contact Information

Phone Number: 205-879-5001
Fax Number: 205-879-7979
Website:

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