About the Fund
Westbourne Absolute Return Fund focuses on investing in Australian equities, both long and short, across the broader All
Ordinaries. The Fund allocates capital across the portfolio based on our investment process and liquidity profile. The Fund can be described as highly active.
Philanthropy
Westbourne has decided to take a more philanthropic approach to funds management going forward. Whilst our number one aim will always be wealth creation, we hope to distribute this wealth in a more even manner going forward. We plan to donate an amount equivalent to a minimum of 1.25% of over all Westbourne’s funds under management to our charitable partners each year.
Importantly, this donation is derived from Westbourne and its partners, not the investor.
Meet the Manager
Tuesday, 20th of May
12:00 pm – 12:45 pm
Register below to join us via Webinar or in the Trade for Good office.
Investment Objective
The Fund’s investment objective is to achieve double-digit annualised returns over a 3-to-5 year period. The Fund’s investment returns are expected irrespective of overall market conditions and direction. With a low correlation to equity markets and a directionally balanced portfolio, the Fund utilises equity markets as a tool for investment returns, rather than simply a derivative of market direction.
Investment Process
The investment process for the Fund focuses on a three-step stock selection process. Our stock selection process is initiated by technical awareness. Once a stock has been alerted on a technical basis, a fundamental filter is applied. Our fundamental screening process (may include relative valuation analysis, cash flow analysis, balance sheet analysis management track records, management exposure, amongst others) then decides whether a trade is actionable. Lastly, our risk management system is applied to an actionable investment. We take a preservation of capital over return on capital approach, meaning we understand our downside risks completely before undertaking an investment decision.
With a focus on Australian equities with a flexible Long/Short strategy, Westbourne is managed by industry expert Charlie Burgess, who brings over a decade of experience in capital markets and creating positive returns.
Trade for Good has partnered with Westbourne Asset Management for the Long Short Equity Fund. If this fund interests you and you would like more information:
Phone: 03 9670 0932
Email: cburgess@westbourneam.com
Website: https://www.westbourneam.com
