Weatherbie Capital, Llc

Description

• Boston-based Weatherbie Capital was founded in 1995, and is focused on US small to mid-cap growth stock investing. The firm is employee-owned with a partnership philosophy, and does in-depth primary fundamental research carried out by the Founder and four Analyst / Co-Portfolio Managers. The firm has shown controlled growth of assets and clients since inception, and manages approximately $820 million in assets as of 9/30/16 for institutional clients and high net worth individuals.At our core, we are quality growth stock investors. Our investment philosophy is to own long positions in smaller growth companies that can demonstrate both strong earnings growth and high investment quality over time, and which are reasonably priced relative to their growth and quality. We refer to these companies as Foundation growth stocks, as they are expected to consistently meet or exceed our forecasts, and they typically represent two-thirds of account assets. We also believe that we should be positioned to take advantage of pricing distortions that arise when growth companies temporarily disappoint investors. We typically invest up to one-third of our long portfolio in what we call Opportunity growth stocks, i.e., companies that we know very well where earnings have been temporarily depressed and we believe that change is under way which will reaccelerate earnings growth. We believe by focusing our long investments on Opportunity growth stocks as well as Foundation growth stocks, we will capture earnings growth in two ways, adding incremental value. On the short side, we look for deteriorating fundamentals such as intensifying competition, slowing revenue growth, pressured margins, shrinking cash flow and worsening balance sheets. We believe changes in fundamentals lead companies to fall short of consensus expectations, triggering price declines.
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  Headquarters:265 Franklin Street , Boston, Massachusetts, United States

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  Phone Number: +1 617-951-2550

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  Website: https://www.weatherbiecapital.com

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  Employees:16

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  Revenue:$10 - 50M

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  Legal Name:Weatherbie Capital, Llc

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• |  NAICS Code: 523930  |

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