Interested in what value investing?

Wentworth Williamson Equity Fund.

Tell me more

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 openly and candidly with our clients.
Get started

Equity Fund
1 Year Net Performance
(as at 31 October 2021)

Wentworth Williamson Fund

25.90%

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.

Download Quarterly Reports

Let’s build something together

    Wentworth Williamson on Talk Ya Book with Chris Judd

    Read more

    The History of Value Investing

    Read more

    Hunting For Value with a Contrarian Mindset

    Read more

    Ready to start your application?