Company Overview

Whitenerassociates (“WA”, “WFinance”, or the “Company”) is a private investment research firm. After the owner graduates from college, it will become an investment partnership acquiring and holding significant (but generally not controlling) positions in a concentrated number of small capitalization companies. WA’s objective is to provide some research to the public and maximize its long-term compound annual rate of growth in intrinsic value per share.

WA was founded by Nicholas C. Whitener (Owner and Investment Manager) on February 19, 2022. The owner has responsibility for the investment and management of WF’s assets and liabilities in accordance with the investment policy of WA.

The substantial majority of the Company’s portfolio is typically allocated to 6 to 12 core holdings, usually comprising liquid, listed small to large capitalization North American companies. The Investment Manager generally focuses on high-quality businesses, which it believes have limited downside and that generate predictable, recurring cash flow, and in certain cases seeks to create substantial, enduring and long-term shareholder value. The Investment Manager aims to manage risks through careful investment selection and portfolio construction.