Weyhill Investment Counsel

Thomas H. Bailey founded Weyhill after building Janus Capital into one of the largest mutual fund companies in the US, which he started in 1969 and led for decades. Bailey grew Janus into a Denver-based growth-investing powerhouse known for its aggressive equity funds before stepping away from day-to-day management.

The firm operates with extremely low turnover and a concentrated portfolio built on conviction. Rather than trading around positions, Weyhill holds companies for a decade or longer, applying a private-owner mindset to public equities. The strategy is benchmark-agnostic and does not manage tracking error.

Weyhill primarily manages capital through separately managed accounts, which allows it to tailor portfolios for individual clients and optimize for tax efficiency. The firm does not operate large commingled mutual funds or ETFs, marking a deliberate departure from Bailey's earlier Janus model.

Public filings historically show the firm concentrated in durable large-cap compounders with strong free cash flow and wide moats, including Berkshire Hathaway and Microsoft. The approach favors businesses that can reinvest capital at high rates of return over long periods, not short-term earnings momentum plays.

Weyhill operates as a registered investment adviser managing outside client capital alongside what is likely Bailey family wealth, but it is not a single-family office. The firm functions as a compact, partner-like asset manager running concentrated portfolios for a select group of clients rather than marketing to a broad institutional base.