WESTCHESTER CAPITAL Overview

Westchester Capital Management Inc. is an investment advisor that manages 276 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 206MM in positions, representing 74% of the manager's regulatory AUM.

WESTCHESTER CAPITAL StockAlpha

-2.1%
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

WESTCHESTER CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
INTC 4.89% Tech -8.82% -0.32% 0 25%
BDX 4.77% Health -7.9% -0.17% 0 13%
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FEATURED IN
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WESTCHESTER CAPITAL Founders and Key Employees

Name Title In Position Since
John W. Rogers President/Ceo October-1986
Cindy L. Christensen Exec Vp/Coo,Chief Compliance Officer January-2004
James A. Rogers Vice President Of Marketing December-2012

WESTCHESTER CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

WESTCHESTER CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
Westchester Capital Management, Inc. primarily uses fundamental analysis when formulating investment advice. Fundamental analysis is a method of evaluating a security by attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors. Fundamental analysts attempt to study everything that can affect the security's value, including macroeconomic factors (like the overall economy and industry conditions) and individually specific factors (like the financial condition and management of companies). The end goal of performing fundamental analysis is to produce a value that an investor can compare with the security's current price in hopes of determining what sort of position to take with that security (underpriced = buy, overpriced = sell or short). This method of security analysis is considered to be the opposite of technical analysi...
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WESTCHESTER CAPITAL Portfolio Concentration

WESTCHESTER CAPITAL Location

801 NORTH 96TH ST
OMAHA, Nebraska
UNITED STATES, 68114-2538

WESTCHESTER CAPITAL Contact Information

Phone Number: 402-392-2418
Fax Number: 402-392-2166
Website:

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