201 Shipyard Way, Suite D
Newport Beach, CA, 92663




Investment Strategy

Our investment strategy is to identify companies with talented management teams that require capital to restructure and grow. We then invest based on proven fundamentals at reasonable valuations with achievable growth assumptions. We remain active participants in the strategic planning and help steward our portfolio companies into larger market enterprises and to become leaders in their niche or category.

Bellwether brings a complete set of competencies to prudently invest:


  • Research
  • Credibility
  • Discipline
  • Experience
  • Capital, both debt and equity
  • Track record