WEST CHESTER CAPITAL Overview
West Chester Capital Advisors Inc is an investment advisor that manages 886.4 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 80MM in positions, representing 9% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 80MM in positions, representing 9% of the manager's regulatory AUM.
WEST CHESTER CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEST CHESTER CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SSO | 20.3% | ETF | -21.36% | -0.98% | 0 | 2% | ||
| IJR | 8.99% | ETF | -13.01% | -0.26% | 0 | 8% | ||
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FEATURED IN
WEST CHESTER CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jerome M. Adams | Director | March-2007 |
| Craig G. Ford | Director | March-2007 |
| Robert L. Wise | Director | March-2007 |
| Steven M. Krawick | Director, Ceo, President And Chief Investment Officer | April-2014 |
| Gregor T. Young | Director | June-2011 |
| Allan R. Dennison | Director | March-2007 |
| Eric S. Ludy | Chief Compliance Officer | September-2014 |
| Jeffrey A. Stopko | Director | January-2015 |
WEST CHESTER CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WEST CHESTER CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and
7
the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analys...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and
7
the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analys...
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WEST CHESTER CAPITAL Portfolio Concentration
WEST CHESTER CAPITAL Location
216 FRANKLIN STREET
JOHNSTOWN, Pennsylvania
UNITED STATES, 15907-0520
JOHNSTOWN, Pennsylvania
UNITED STATES, 15907-0520
WEST CHESTER CAPITAL Contact Information
Phone Number: 814-533-5338
Fax Number: 814-533-5128
Website: http://www.wccadvisors.com
Fax Number: 814-533-5128
Website: http://www.wccadvisors.com
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