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Strategic Equity
Our disciplined process leverages the fundamentals-driven attributes of private equity, and our highly-resourced team has access to specialist expertise via an extensive network derived from their private-equity heritage.
We have a genuine smaller company focus and believe this sets us apart from our competitors and helps to generate low correlation.
We also avoid benchmarking behaviours and cyclical risk wherever possible, adhering strictly to our investment process.
Stable income | Consistent top performance | Designed to diversify | Low volatility |
Sustainable dividend cover through investment in profitable, high-quality, cash generative businesses. | Top quartile fund, outperforming the IA UK Equity Income sector* | Low correlation to its peer group, a diversifying source of income for your portfolio. A high-conviction portfolio, we avoid cyclicals. | Our fundamentals-focused investment style provides relative shelter from market volatility. The Fund currently has the second lowest volatility in the sector. |
*Source: Gresham House and FE Analytics, based on the IA UK Equity Income sector over five years since launch on 30 June 2017
Past performance is not necessarily a guide to future performance. Capital at risk.
We focus on:
May 2024
In this video fund manager Ken Wotton speaks to Brooks Macdonald CEO, Andrew Shepherd. Brooks Macdonald plc is an investment management firm, offering a range of investment management services to private high net worth individuals, pension funds, institutions, and trusts.
January 2024
In our latest webinar, fund managers Ken Wotton and Brendan Gulston review 2023. They also look forward to 2024 and discuss the reasons they believe the positive performance in UK small and mid caps will continue.
Elixirr and RWS group
Our AI content series will comprise conversations with CEOs across our portfolio companies, discussing the different ways in which they are embracing AI.
In this first instalment Elixirr CEO, Stephen Newton talks to Ian El-Mokadem, CEO of RWS, together, they delve into how RWS is embracing AI technology.
Prospective investors can purchase shares directly from Waystone Management (UK) Limited or through a professional adviser or other intermediary. Application forms can be obtained from Waystone Management (UK) Limited.
investorservices@waystone.com
0345 922 0044
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Waystone Management (UK) Limited
investorservices@linkgroup.co.uk
0345 922 0044
View the key investor information for this fund.
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