The Wentworth Williamson Fund was founded with the aim of delivering strong returns by investing in companies listed on the ASX with a value, contrarian investment style. We resist crowd psychologies, regularly finding fertile ground for new investments in unpopular sectors and unloved companies.
We believe that a carefully constructed portfolio of between 10 and 25 well-understood investments trading below their intrinsic value gives the Fund the greatest opportunity of outperforming the market over the long term. This level of concentration allows each investment to have a meaningful impact on the Fund’s performance, once the market recognises its true value.
Our investment philosophy is not benchmark cognisant and our portfolio would normally vary materially from the Index.