Leighton Welch's Welch Capital Partners is a long/short hedge fund focused on fundamental valuation, with a focus on healthcare, technology, energy, and industrial companies. According to the firm itself, Leighton Welch directs a "cash flow driven investment strategy with a top down macro overlay," and it "delivers returns that outperform the broader market with consistent success on the long and short side of the portfolio."
Hedge Fund - Welch Capital Partners
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Fund Profile
Filing Period:
Fund Name: | Welch Capital Partners |
Manager | Leighton Welch |
Portfolio Value | $413,838,000 |
Change This QTR | +0.91% |
Top 13F Holdings
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Last updated on based on SEC 13F filings Last update:
No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | Vanguard Index Fds | 365,854 | $151,892 | -3% | 36.7% | ||
2. | SPY | 230,139 | $103,940 | -1% | 25.11% | ||
3. | BX | 277,552 | $35,232 | 8.51% | |||
4. | GOOG | 8,718 | $24,349 | -10% | 5.88% | ||
5. | HUM | 36,467 | $15,869 | 3.83% |
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