Driven by Earnings, Focused on Results
WestEnd Capital Management is an independent asset management firm based in the San Francisco Bay Area, California. Our team has an 18-year track record of serving clients and delivering results. That’s always been our focus.
We Are Active Managers
WestEnd Capital invests in profitable companies. But we also believe it’s critical to identify areas of the economy where value, growth, and profit will be generated in the future .
That’s why we dedicate our time and resources to discovering emerging trends in the U.S. and global economy. This process helps us discover companies best positioned to capture uptrends and deliver accelerating earnings.
“I have worked with other investment management groups. It’s amazing how different they can be. There’s a lot of energy at WestEnd, they are very creative, very thoughtful about positions they take. They do a really good job of plugging into emerging trends.”
— Jerry K.
WestEnd Capital Management client
Invested Alongside
Our Clients
The companies and securities we buy for our clients are the same securities we buy for ourselves and our families. At WestEnd, there are not just good ideas or better ideas in portfolios—there are only our best ideas.
As the old saying goes, we’ve got skin in the game.
“Their own money is invested in what their clients are invested in, which gives me a lot of comfort. They are, as they say, ‘eating their own cooking.”
— David P.
WestEnd Capital Management client
A Track Record of Success
We’ve had a long history of stellar performance on behalf of our clients since our founding. While the market has gone up and down, under the leadership of George Bolton and Gus Ozag since 2017, WestEnd has consistently outperformed the S&P 500 Index.