Competitive Advantage

Seasoned Investment Team

  • The two principals have more than 30 years of investment experience each
  • Welch Capital was formed 22 years ago and has prospered through multiple market cycles
  • Long-term outperformance over relevant benchmark

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
  • Private Equity experience drives team to do proprietary modeling and independent research
  • Deep relationships in private equity and venture capital communities give us early insight into industry trends

Systematic Process Eliminates Emotion

  • Dynamic risk/reward analysis continually leads to the optimal portfolio
  • Consistent adherence to fundamental analysis eliminates greed and fear

Robust Infrastructure

  • Longevity and success of firm has enabled us to create and invest in a scalable infrastructure
  • SEC Registered Investment Advisor