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.
Preserve and create long term wealth
We value your trust. Every member of our team is invested in all four funds alongside our investors. 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.
Sr Portfolio Manager
Fixed income markets in October can be summarized by a spike in interest rate volatility led by rising inflation fears. Senior Portfolio Manager, Andrew James Labbad, shares his take on the recent price action.
Sr Portfolio Manager
Senior Portfolio Manager Justin Anis explains how the Lions Bay risk management philosophy helped deliver the Fund’s best month ever for performance relative to the S&P 500 in September. Up +32.75% year-to-date, Lions Bay is positioned defensively into year end for several reasons outlined here.