Our Principals each have at least 20 years’ or more investment experience.
We are tax and income aware and focus on how to maximise franking credits.
We do the worrying for you – we move the fund’s exposure to the market both up and down, dependent on our view on the market’s cycle.
We have a low fund turnover - we buy and hold quality companies valuing their earnings stream over five years.
Each of the WaveStone principals have a substantial portion of their net wealth invested within the funds.
We have achieved our investment goal time and time again.