Weatherbie Capital, LLC

Weatherbie Capital, LLC, based in Boston, MA, was founded in November 1995 by Matthew A. Weatherbie, CFA, who serves as the Chief Executive Officer Emeritus and Senior Portfolio Manager. With 49 years of investing experience, Matthew Weatherbie previously managed the Putnam Voyager Fund, overseeing its growth from $200 million to over $5 billion in assets. The firm's Chief Investment Officer, H. George Dai, Ph.D., joined Weatherbie in March 2001 and has 23 years of investment experience. Weatherbie offers various strategies such as the Specialized Growth Strategy and Long/Short Strategy, with a focus on sectors like healthcare and technology. The firm's investment team, including Joshua D. Bennett, CFA, Daniel J. Brazeau, CFA, Scott Lipshutz, CFA, and Edward M.B. Minn, CFA, collectively manages client portfolios with a team-based approach. Weatherbie's investment philosophy emphasizes thorough security selection, diversification, and risk management. The firm's investment strategies aim to maintain desired portfolio characteristics while managing overall risk. Portfolio managers regularly review investment recommendations and monitor client portfolios to ensure alignment with client goals. Weatherbie utilizes tools like Charles River for compliance monitoring and optimization of portfolios to reflect the best ideas of the investment team. Clients are advised to consider the risks associated with investing in securities and growth equity securities. For more detailed information on Weatherbie's methods of analysis, investment strategies, and risk factors, clients are encouraged to refer to the firm's brochure.