Wentworth Williamson Equity Fund.

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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.
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Equity Fund
Total Return Since Inception – Net Performance
(as at 31 March 2022)

Wentworth Williamson Fund


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.

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Let’s build something together

    Wentworth Williamson on Talk Ya Book with Chris Judd

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    The History of Value Investing

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    Hunting For Value with a Contrarian Mindset

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