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WATSON CAPITAL MANAGEMENT
Firm Overview | October 2026
The Firm
INDEPENDENT INVESTMENT MANAGEMENT | NEW YORK
Active judgment.
Systematic discipline.
A discretionary and systematic approach focused on U.S. equities and ETFs.
Primarily long, with selective short positions when market conditions warrant.
AT A GLANCE
INVESTMENT MANAGER FUND APPROACH
Watson Capital Watson Capital Discretionary
Management LLC Fund and systematic
Investment decisions in portfolio context.
Watson Capital Management directs the investment approach of Watson Capital Fund.
Fundamental context, technical evidence, and systematic methods inform research, capital
allocation, and ongoing review.
Individuals, family offices, and institutions can connect with firm leadership through Investor
Relations to discuss the approach and request appropriate materials.
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WATSON CAPITAL MANAGEMENT
Firm Overview | October 2026
Investment Approach
RESEARCH TO PORTFOLIO DECISIONS
A repeatable investment process.
IDENTIFY
01
Define the opportunity.
Evaluate price trends, technical signals, catalysts, and market developments across the
active investment universe.
EVALUATE
02
Test the investment thesis.
Combine technical and fundamental analysis with liquidity, market structure, and evidence
that supports or challenges the idea.
IMPLEMENT
03
Consider the whole portfolio.
Translate conviction into capital allocation with attention to exposure, concentration,
liquidity, and the interaction between positions.
REVIEW
04
Respond as evidence changes.
Reassess positions as the thesis develops, momentum changes, or conditions warrant
adjustment, reduction, or exit.
PORTFOLIO DISCIPLINE
Liquidity, concentration, correlations, and downside are considered throughout the investment
process. Detailed fund terms and investor-specific information are provided through the
investor review process.
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WATSON CAPITAL MANAGEMENT
Firm Overview | October 2026
Leadership, Operations & Investor Relations
ORGANIZATION & OPERATIONS
Defined roles. Direct accountability.
INVESTMENT MANAGER FUND FUND ADMINISTRATOR
Watson Capital Watson Capital Hedgia
Management LLC Fund
Investment decisions, portfolio The investment vehicle Fund administration
construction, risk oversight, managed by Watson Capital supporting accounting,
and trade execution. Management. reporting, and investor
administration.
MANAGING PARTNER
Peter Watson, CHP
Marine Corps veteran with eight years of professional investing experience. Holds the Certified
Hedge Fund Professional (CHP) designation. Directs the firm's investment decisions, risk oversight,
and operating priorities.
INVESTOR RELATIONS
Tiara G. | Calvin J. | Madeline C.
The Investor Portal provides a secure, dedicated environment for investor information, documents,
and communications.
CONTACT & MATERIAL REQUESTS
peter@watsoncapitalmgmt.com
+1 (954) 303-1861 | 14 Wall Street, New York, NY 10005
www.watsoncapitalmgmt.com
General firm information only; not an offer to sell or a solicitation to buy securities. Investing involves risk, including loss of principal. Definitive fund
documents govern any investment opportunity.
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