WestEnd Advisors
Active allocation across global equity markets driven by macroeconomic analysis for long-term capital appreciation.
| Date | Investors | Amount | Round |
|---|---|---|---|
| investor | €0.0 | round | |
$480m Valuation: $480m | Acquisition | ||
| Total Funding | 000k | ||
WestEnd Advisors is an investment management firm specializing in active allocation across global equity markets. The company employs a disciplined focus on macroeconomic drivers to inform its investment decisions, analyzing over 200 global and domestic indicators to form a comprehensive outlook. This approach allows WestEnd Advisors to identify sectors, regions, and securities that are most likely to outperform, regardless of short-term market sentiment. The firm serves a diverse range of clients, including individual investors, institutional investors, and financial advisors, operating primarily in the U.S. market. WestEnd Advisors generates revenue through management fees based on the assets under management (AUM). The business model is designed to deliver long-term capital appreciation by leveraging deep market insights and data-driven strategies. Since its founding in 2004, the firm has grown to 25 employees and is owned by seven active partners.
Keywords: investment management, macroeconomic analysis, active allocation, global equity markets, long-term capital appreciation, data-driven strategies, institutional investors, financial advisors, U.S. market, management fees.