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 09/30/16. The fund's latest filing disclosed 79MM in positions, representing 9% of the manager's regulatory AUM.

WEST CHESTER CAPITAL StockAlpha

-4.8%
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

WEST CHESTER CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BBN 34.05% ETF -7.73% -3.18% 6 1%
SHY 6.19% ETF -0.47% -0.12% 0 4%
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FEATURED IN
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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







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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

WEST CHESTER CAPITAL Contact Information

Phone Number: 814-533-5338
Fax Number: 814-533-5128
Website:

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