Westover Capital Advisors

Westover employs a long-only, value-oriented equity strategy focused on purchasing companies trading at discounts to intrinsic value. The firm uses bottom-up fundamental analysis to build concentrated portfolios. This approach targets long-term capital appreciation rather than short-term trading gains.

The firm uses individually managed separate accounts rather than commingled funds. Each client retains direct ownership of the securities in their portfolio. This structure permits tax-loss harvesting and custom liquidity management tailored to each household's needs.

No. Westover operates as a registered investment advisor serving multiple high-net-worth clients, not a single-family office. It does not manage the wealth of a single founding family.

Westover runs moderately concentrated portfolios, typically holding between 20 and 40 equity positions. Position sizing is conviction-weighted, not replication of an index, which can lead to meaningful active share relative to broad market benchmarks.

The firm's known mandate centers on publicly traded equities. There is no public record of Westover making direct private-company investments, venture capital commitments, or real-asset acquisitions.