About WhitenerAssociates

WhitenerAssociates (“WA”) is a private investment research firm founded with the goal of acquiring and holding significant positions in a concentrated number of small capitalization companies. After the owner graduates from college, WA will evolve into an investment partnership with a long-term focus on maximizing intrinsic value per share.

Our Objective: To provide in-depth research and analysis to the public, aiding in informed investment decisions. WA is dedicated to maximizing the long-term compound annual growth rate of intrinsic value per share for its stakeholders.

Investment Strategy: WA typically allocates the substantial majority of its portfolio to a small number of core holdings, focusing on liquid, listed companies primarily in North America. The firm favors high-quality businesses that generate predictable, recurring cash flows, and seeks to create substantial, enduring shareholder value over the long term.

Corporate Governance: WA is committed to maintaining the highest standards of corporate governance. The firm’s leadership is responsible for the effective management of its assets and liabilities, adhering to a disciplined investment policy designed to achieve long-term success.

Our Team: The firm was founded by Nicholas C. Whitener, who serves as the Owner and Investment Manager. Nicholas has full responsibility for the investment and management of WA’s assets. Under his leadership, WA adheres to a research-driven, disciplined investment approach that emphasizes careful selection and portfolio construction.

Our Approach: WA’s investment philosophy is rooted in the belief that long-term value creation is achieved through the ownership of high-quality companies with limited downside risk. By focusing on businesses with strong fundamentals and sustainable competitive advantages, WA aims to deliver superior returns to its stakeholders over time.