Whelan Capital Management (WCM) is an asset management firm that invests in a mixture of public emerging growth equities and private venture capital opportunities. Our primary focus is on investing capital in growth companies at a reasonable price. WCM manages discretionary accounts for qualified individuals. The firm has more than $50 million in capital under management. WCM is also affiliated with Encinal Capital Group, LLC.
WCM and its predecessor affiliate - Whelan & Gratny Capital Management (WGCM) - were founded in 1991 by H. Gabe Whelan and Gary Gratny. Mr. Gratny elected to retire in December 2004 and WCM has been managed by H. Gabe Whelan since.
Public Company Investment Philosophy
Our investment philosophy is predicated upon the belief that outstanding long-term returns can be achieved through fundamental analysis and independent valuation of the operating performance of specific companies. Emphasizing growth at a reasonable price through long, short, and trading positions, our portfolios are designed to generate capital appreciation while managing capital risk.
Public Company Investment Process
Our investment process begins with the early identification of growth investment themes. From this vantage point, rigorous fundamental analysis is performed on specific companies and industries. We focus on four primary "G.I.V.E." factors: growth, innovation capacity, viability/valuation and event catalyst. This investment methodology is the basis for all buy and sell decisions.
Portfolio construction is accomplished one position at a time and all portfolios are actively managed by WCM. Individual portfolio strategies with respect to the balance of long and short positions and use of leverage, within the context of WCM's investment philosophy, are determined on a client-by-client basis for each discretionary account.
Public & Private Company Investment Criteria
Short portfolio candidates are the result of companies not passing our rigorous fundamental analysis. Typically, the identification of a strong company in a particular industry will reveal competitors that are either financially weak or that lack a competitive advantage for the long-term. We apply the same "G.I.V.E." analysis to find short candidates, reversing the characteristics to find the weakest companies.
From time to time, a component to our portfolio approach is short-term
equity trading. Short-term trading opportunities present themselves when
either the stock market indiscriminately discounts the price of a company,
or when the prospect for short-term appreciation is evident. Typically,
a company's stock sell-off is the result of some form of disappointing
company-specific or industry-related news. From time to time the reaction
to that news is disproportionate to the actual impact on fundamentals
for the company, thus creating a short-term trading opportunity. Our ability
to monitor these market actions, coupled with our research process, allows
us to take advantage of periodic trading opportunities.
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|Whelan Capital Management
261 Hamilton Avenue, Suite 200, Palo Alto, CA 94301
Tel : 1-650 833 7880 | Fax : 1-650 833 7888 | firstname.lastname@example.org