Strategically pinpointing fundamentally strong entities within growth-centric sectors, utilizing quantitative metrics to unveil companies poised for enduring capital appreciation.

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Portfolio Construction

Define Investable Universe

2

Repeatable Process

Sector & Benchmark Agnostic

3

Team

Confidence in Conviction

ACTIVE MANAGEMENT

6

Sell Discipline

Common Sense Approach to Risk Management

5

Buy Discipline

Competitive Advantage - Identify Companies About to Experience Growth

4

Portfolio Monitoring

Deep Understanding Leads to Patience & Tolerance

Calabash Asset Management at a Glance

  • $3.7 million in assets under management (as of 11/30/2021)
  • Channels: Institutional, Financial Advisor and Individual Investor
  • Vehicles:Separately Managed Accounts
  • African American founded asset management companies in the U.S.
  • Founded in 2016 by Glaister Welsh
  • Exceptional Advisory Board
  • 3 Employees

The Calabash Vision

We strive to promote societal equity through wealth generation, envisioning compounding investor wealth via innovative strategies and precise global market navigation. With a commitment to excellence, we aim to unlock opportunities, drive sustainable growth, and surpass expectations, establishing a benchmark for wealth creation in the dynamic realm of investment management.

Our name, inspired by the versatile Calabash gourd, holds deep cultural significance. In African American tradition, it symbolizes resilience and freedom, associated with the Underground Railroad’s guiding light. Meanwhile, in Chinese culture, the Calabash represents prosperity and protection, embodying fertility, wealth, and harmony.

This emblematic fusion underscores our dedication to fostering prosperity, resilience, and cultural harmony through our financial endeavors

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