Wentworth Williamson Equity Fund

Hunting for value

Our opportunity is to benefit from share price volatility in a world of an increasingly short-term-focused investment community. We often find fertile ground in outstanding little gems, outside the top 50 ASX companies that are overlooked by large, institutional investors.

Value, contrarian style – if you ‘follow the crowd’, you will never outperform

Alignment of interests – our team and associates are significant investors in the Fund

Concentrated Portfolio – careful selection of 10 - 25 well understood investments. We do not try to mirror the index

High accessibility – communicating open and candidly with our clients

1 Year Net Performance (as at 30 June 2021)

Wentworth Williamson Fund

29.50%

S&P/ASX300 AI

28.49%

Disclaimer: Past performance is not an indicator of future performance.

Please consider the Information Memorandum (IM) of the Fund, which provides more complete information on the Fund, in its entirety before making an investment decision.

Enough talk. Let’s build something together.