David Welliver developed and oversees the investment strategies that have made Dblaine Capital, LLC, the investment firm he founded in 2005, one of the top-performing large-cap blended funds on the market. David Welliver maintains three separate funds at Dblaine Capital, each focusing on a different set of securities. In the Dblaine Large Cap fund, David Welliver employs three simultaneous valuation strategies to maximize returns. David Welliver’s first two strategies focus on large-, mid-, and small-cap stocks, whereas the third consists of large-cap growth securities. Using a range of screens, filters, and quantitative models based on high-quality market data, David Welliver determines which stocks are trading below their fair value and which companies are delivering greater returns on equity, profitability, and growth than their competitors. David Welliver also employs a comprehensive set of technical analysis tools in addition to manual, company-by-company research to determine which stocks are most likely to deliver above average results. Additionally, David Welliver maintains portfolio diversity by including stocks from most sectors of the S&P 500 and by raising cash reserves in poor market conditions. David Welliver’s Dblaine Diversified fund employs the same investment strategy, although the account maintains a maximum cash limit of 20 percent and the fund is fully invested in equities at all times. The third fund at Dblaine Capital is David Welliver’s Global Flexible Income fund. Employing both fixed-income and equity-based securities, this fund maximizes return on investment while decreasing volatility. David Welliver has set a target mix of 35 percent equities and 65 percent fixed-income securities for the fund, with options to adjust this target based on market conditions.
