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Home > Financial Services > Stock Brokers > Westport Capital Markets, Llc
Westport Capital Markets, Llc
Westport Capital Markets is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Company broker dealer operates as a correspondent clearing client of Bear Stearns Securities formed in 1996, their firm is comprised of five portfolio managers who average over twenty three years of industry experience. Their primary business is providing either portfolio management or brokerage services to individual and institutional investors. Through their registered investment advisory they offer equity portfolio management on a fee basis. Their concentration is in the area of small capitalization equities. Senior Portfolio Manager is Whitney Merrill, CFA.
The company attempt to buy securities whose expected growth rates exceed their price earnings ratio based on twelve months forward earnings, thus much of their success is dependent upon determining a given company's future earnings stream. In this regard their analysis involves studying financial records as well as holding discussions with analysts, company management, competitors, customers, suppliers, and significant investors. Of considerable interest to them are conversations with executives at non public firms who are not as constrained from discussing their business as their public company counterparts.
The company also utilizes research derived from a variety of sources, including that which Bear Stearns provides directly to them through their broker dealer, and that which they purchase from other brokerage firms. They also buy a significant amount of research and data from numerous independent sources. Westport Capital Markets has calculated these performance figures in a manner that is compliant with the standards set by the Association for Investment Management and Research.
Their investment management focus is in the area of small capitalization equities. Believe that a diversified portfolio of small capitalization stocks will provide investors with the highest rate of equity returns over time, despite their excess volatility. Their small cap team led by Senior Portfolio Manager Whitney Merrill, construct like portfolios for their advisory clients that are generally comprised of 35 to 45 securities whose average market capitalization is less than $1 billion.
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