Investment Philosophy

The primary business of Worch Capital LLC is to serve as the general partner of a long/short equity strategy with a 7+ year track record.

The strategy, with a primary emphasis on capital preservation, uses a layered approach in which a proprietary top-down market indicator is first used to establish desired exposure levels. A variety of fundamental and quantitative screens are then used in an effort to identify candidates for investment. The resulting portfolio is typically a concentrated offering of growth stocks, ETFs, hedges and cash.

The strategy’s edge, among other things, lay in its ability to remain opportunistic and unemotional at all times.

Why Worch Capital?
Investment Process
Worch Capital LLC also offers broadly diversified portfolio models to investors seeking a more robust, global allocation. The portfolios are designed with the investor’s risk tolerance serving as the primary determinant in the allocation process:

  • US Stocks
  • International Stocks
  • Emerging Market Stocks
  • Long/Short Equity
  • Fixed Income
  • Alternatives
  • Cash