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welchcapital.com

Welch Capital

90 PARK AVENUE, NEW YORK, NY 10016. Tel (212) 754-6077 Fax (212) 754-6495.

http://www.welchcapital.com/

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90 PARK AVENUE, NEW YORK, NY 10016. Tel (212) 754-6077 Fax (212) 754-6495.
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Welch Capital | welchcapital.com Reviews

https://welchcapital.com

90 PARK AVENUE, NEW YORK, NY 10016. Tel (212) 754-6077 Fax (212) 754-6495.

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welchcapital.com welchcapital.com
1

Welch Capital

http://www.welchcapital.com//team

Mr Leighton B. Welch. President and Senior Portfolio Manager. Harvard University, AB; Harvard Business School, MBA. Eagle Capital; Boston Ventures; TA Associates. Mr Christopher W. Welch, CFA. Senior Portfolio Manager, COO and CCO. Harvard University, AB; Harvard Business School, MBA. Bankers Trust Investment Management; Smith Barney. Mr Paul Jozefek, CFA. Senior Healthcare / Retail / Consumer Analyst. New York University, Leonard N. Stern School of Business, BS. CommScan LLC; Backtrack Reports, Inc.

2

Welch Capital

http://www.welchcapital.com//process

WCP portfolio construction starts with a top-down view:. Look for ‘macro-trends’ to develop specific industry thesis. Identify key variables that drive sector/sub-sector focus. Examine proprietary analysis that leads us to overweight sub-sectors where Wall Street research is particularly weak. Target industry sub-sectors with the highest relative growth rates and high returns on invested capital without needs for excess financial funding. WCP finishes with in-depth bottom up analysis:.

3

Welch Capital

http://www.welchcapital.com//philosophy

Target industry sub-sectors with the highest relative growth rates and high returns on invested capital without needs for excess financial funding. Emphasize companies with new product cycles or a strong, growing pipeline. Focus on companies with an executable commercialization strategy. Back experienced management teams with prior successes. Overweight sub-sectors where Wall Street research is particularly weak. Emphasize sub-sectors with slowing market growth, excess funding needs and ASP erosion.

4

Welch Capital

http://www.welchcapital.com//overview

Since its inception in 1996, Welch Capital Partners has aimed to produce absolute returns while protecting investors’ capital. To achieve these goals, Welch Capital implements a private equity approach to public equity investing through a rigorous bottom-up due diligence process. The Welch Capital team develops top down sub-sector views and then constructs a portfolio that consists of specific investments that support those views. For more information, please contact us at (212) 754-6077.

5

Welch Capital

http://www.welchcapital.com//advantage

The two principals have more than 25 years of investment experience each. Welch Capital was formed 18 years ago and has prospered through multiple market cycles. Consistently made money on both long and short side of market. Public Investments Private Approach. Focus on top managements with proven track records and large equity ownership in the business. Welch Capital approaches each investment from the point of view of a Private Equity Manager. Cash flow is what determines value.

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For patient, long-term investors. Welch Capital is an independent. That providers discretionary portfolio management services to separate account clients. We manage the investment portfolios of friends and family alongside our own through the Total Return Folio. Mdash; a concentrated, actively managed "go-anywhere" portfolio built for long-term investors. Even the intelligent investor is going to need considerable willpower to keep from following the crowd.". 2014 - 2015 Welch Capital Investments, LLC.

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Welch Capital

90 PARK AVENUE, NEW YORK, NY 10016. Tel (212) 754-6077 Fax (212) 754-6495.

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WelchCapital.net

Welch Capital, LLC. Welch Capital has moved! August 30, 2012. Welch Capital has moved its office to Park River, ND. The Fargo location is no longer open. The new address is PO Box 107 Park River, ND 58270. The new phone number is 701-284-7833. Welch Capital, LLC. Park River, ND 58270.

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