Background
Biographies

 

 

 

What We Do

What WestEnd Capital Does
  • WCM specializes in creating tailor-made accounts for each investor specifically targeting their risk tolerance and investment preferences.
  • We utilize techniques that are designed to curb downside risk, while providing above average returns in up markets.
  • Invests using a thematic style in 25-40 securities using Time Diversification. We don’t invest it all at once.
  • Invests in event-driven thematic situations with highly asymmetric return characteristics.
  • Will invest in a value/growth approach.
  • Looks for 50 cent dollars.
  • Seeks a “margin of safety”.
  • Looks globally for opportunities.
  • Will let winners run and sell losers. We do not sell because the stock has become more than 5% of a portfolio.
  • Manages the majority of the their personal wealth
 
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