Global Quality Overlooked Value


Weal (noun) from the Old English Wela
Prosperity, wealth, health and happiness.

Established in the summer of 2008, Wealhouse Capital Management is an independent, privately-owned investment management firm focused on maximizing capital appreciation for our clients. 

Our investment philosophy is based on a fundamental, bottom-up approach. We believe superior investment performance can only be achieved through proprietary research. We comb the globe for businesses with great long-term growth potential in earnings and free cash flow. We look for companies with proven business models, strong balance sheets, above-market profitability and best-in-class management teams.

Investment Philosophy

Preserve and create long term wealth

We value your trust, so we invest your capital alongside our families’ and our own. We spend most of our time doing homework so we can accurately assess risks versus opportunities. Our unwavering dedication to our investment philosophy allows us to identify quality assets with attractive value and growth potential.

Always focused on executing our process

Acclaimed sports psychologist Dr. Bob Rotella once wrote, “Exceptional people immerse themselves in process goals. They care about how well they follow their chosen process everyday.” We strive to be exceptional. All of our investments are put through a checklist that is part of a clear, methodical process.

Practice smart portfolio construction

We believe prudent asset allocation is vital to achieving long-term returns. We continuously refine our portfolios’ construction to protect our investments from the perils of the downside, while participating on the market’s upside.

Predicting the future is very difficult

We are avid sports fans. Thus, we always remember the famous saying “defence wins championships”. We plan for uncertainty and volatility. Our tools are set up for optimized investment diversification, no matter what the market throws at us.

Latest Commentary

Justin Anis

Justin Anis

Sr Portfolio Manager

– Commentary, The Vantage

A Closer Look at Market Breadth

The market selloff in September didn't tell the whole story. In his latest commentary, Lions Bay portfolio manager Justin Anis, CFA explains why, despite the correction, recovery is looking alive. (And yes, he talks about the election too.)

Read More

Andrew Labbad

Andrew Labbad

Sr Portfolio Manager

– Commentary

Amplus Fund October Update

Two headlines dominated the news recently: the U.S. election and Pfizer's COVID vaccine, causing major swings in the market. Amplus Fund portfolio manager Andrew Labbad discusses how he positioned the fund to weather the volatility.

Read More

Press & News

Wealhouse Capital Management secures $81.5M refinancing for four-property portfolio

Andrew Labbad, CFA Joins Wealhouse Capital

Andrew Labbad, CFA, joins Wealhouse Capital Management as Senior Portfolio Manager for the firm's upcoming alternative yield fund.

Read More