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
231 Berkeley Pl, Brooklyn, NY 11217
Tel. (212) 754-6077 Fax (212) 754-6495

The information contained on this Web site is strictly confidential and is intended exclusively for the use of the person to whom it was delivered by Welch Capital Partners, LLC. This is not an offer or a solicitation for the sale of a security. Any offer or solicitation must be made only by means of a delivery of a definitive private offering memorandum. An investment with Welch Capital Partners, LLC or any of its affiliates involves a degree of risk. Past performance attributed to Welch Capital Partners, LLC or any of its affiliates, employees or principals may not be indicative of future results.