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investment management
WaveStone Capital is an Australian equities investment manager located in Sydney, New South Wales. Founded in 2006, the company is majority owned by its principals and focuses on identifying quality companies with sustainable competitive advantages at reasonable prices. Their investment philosophy emphasizes long-term capital growth and tax-effective income. WaveStone offers managed investment funds that concentrate on Australian equities, including the Australian Share Fund and the Dynamic Australian Equity Fund. These funds aim to provide capital growth and income within the financial services sector. The company's experienced investment team has successfully navigated various market events and manages funds for both wholesale and retail clients. Catherine Allfrey, a co-founder, serves as Director and Portfolio Manager, while administrative support is provided by Fidante, allowing the team to focus on asset management.
WaveStone Capital is an Australian equities investment manager located in Sydney, New South Wales. Founded in 2006, the company is majority owned by its principals and focuses on identifying quality companies with sustainable competitive advantages at reasonable prices. Their investment philosophy emphasizes long-term capital growth and tax-effective income. WaveStone offers managed investment funds that concentrate on Australian equities, including the Australian Share Fund and the Dynamic Australian Equity Fund. These funds aim to provide capital growth and income within the financial services sector. The company's experienced investment team has successfully navigated various market events and manages funds for both wholesale and retail clients. Catherine Allfrey, a co-founder, serves as Director and Portfolio Manager, while administrative support is provided by Fidante, allowing the team to focus on asset management.
WaveStone Capital has been mentioned across 2 podcasts.
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