Profile
Mr. William G.
Whelan is a Partner & Portfolio Manager at Clough Capital Partners LP.
He joined Clough Capital in 2014.
He has over 16 years of experience in the investment management industry.
Mr. Whelan was an investment principal at Partners Capital, a private investment office focused on multi-asset class investing.
Prior to joining Partners Capital, he was an equity research analyst at Millennium Management, a multi-strategy hedge fund, and Fidelity Management and Research.
He holds a B.A. in Economics from Harvard College.
Bill Whelan active positions
| Companies | Position | Start |
|---|---|---|
Clough Capital Partners LP
Clough Capital Partners LP Investment ManagersFinance Clough Capital invests both long-short and long-only in public equity, fixed income and alternative markets across the globe. The firm's investment strategies, in addition to global long-short, include sector specific funds, both by geography and by industry. They utilize a bottom-up research approach to identify companies it believes are best positioned to benefit from those specific themes. | Analyst-Equity | 2014-06-30 |
Former positions of Bill Whelan
| Companies | Position | End |
|---|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Analyst-Equity | 2008-09-29 |
Millennium Management LLC
Millennium Management LLC Financial ConglomeratesFinance Millennium Management employs a global multi-strategy investment approach, opportunistically engaging in a broad array of trading and investing strategies across a wide group of diversified managers. The firm prefers trading teams that produce small gains on winning days and smaller losses on losing days. They emphasize diversity in asset classes, industry sectors and geographic boundaries and invest in a variety of domestic and international equity and debt securities, currencies, futures, forwards, options and other instruments. | Corporate Officer/Principal | - |
Catapult Capital Management LLC
Catapult Capital Management LLC Investment ManagersFinance Catapult Capital invests primarily in the North American capital markets. The firm employs multiple portfolio managers with specialized expertise in particular sectors, industry groups, or financial products. Portfolio managers are generally making investments based on detailed fundamental analysis of the industry, company, or products. Within their particular specializations, the managers and their teams of analysts determine the optimal mix of instruments on a relative value basis, aiming to maximize return while minimizing direct market exposure and controlling risk. Using this approach, the firm seeks superior risk-adjusted returns while minimizing correlation to the overall market or specific investment sectors. Catapult Capital has in place risk management processes to achieve portfolio diversification with defined parameters for each portfolio manager. | Analyst-Equity | - |
Training of Bill Whelan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Finance |
Clough Capital Partners LP
Clough Capital Partners LP Investment ManagersFinance Clough Capital invests both long-short and long-only in public equity, fixed income and alternative markets across the globe. The firm's investment strategies, in addition to global long-short, include sector specific funds, both by geography and by industry. They utilize a bottom-up research approach to identify companies it believes are best positioned to benefit from those specific themes. | Finance |
Millennium Management LLC
Millennium Management LLC Financial ConglomeratesFinance Millennium Management employs a global multi-strategy investment approach, opportunistically engaging in a broad array of trading and investing strategies across a wide group of diversified managers. The firm prefers trading teams that produce small gains on winning days and smaller losses on losing days. They emphasize diversity in asset classes, industry sectors and geographic boundaries and invest in a variety of domestic and international equity and debt securities, currencies, futures, forwards, options and other instruments. | Finance |
Catapult Capital Management LLC
Catapult Capital Management LLC Investment ManagersFinance Catapult Capital invests primarily in the North American capital markets. The firm employs multiple portfolio managers with specialized expertise in particular sectors, industry groups, or financial products. Portfolio managers are generally making investments based on detailed fundamental analysis of the industry, company, or products. Within their particular specializations, the managers and their teams of analysts determine the optimal mix of instruments on a relative value basis, aiming to maximize return while minimizing direct market exposure and controlling risk. Using this approach, the firm seeks superior risk-adjusted returns while minimizing correlation to the overall market or specific investment sectors. Catapult Capital has in place risk management processes to achieve portfolio diversification with defined parameters for each portfolio manager. | Finance |
Harvard College
Harvard College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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