Westoz Funds Management Pty Ltd.

Westoz Funds Management Pty Ltd.

Westoz Funds Management Pty Ltd.

Overview
Date Founded

2003

Headquarters

Alluvion, Level 18,58 Mounts Bay Road,Perth, Western Australia (WA) 6000

Type of Company

Private

Industries

Investment Services & Portfolio Management

Company Description

WFM is an active, medium- to long-term manager which aims to generate absolute returns by investing in listed Australian securities, primarily in Western Australia.The firm utilizes research recommendations provided by Euroz Securities as a primary screen to identify suitable investment opportunities. They typically invest in companies with a market capitalization of less than AUD 1 billion and significant growth potential.WFM reviews the Euroz Securities recommendations and conducts an internal proprietary analysis of the company. They also select stocks for analysis outside of the Euroz Securities portfolio. From time to time, a portion of the portfolio may be held in short-term cash deposits and derivatives may be used where considered appropriate.The Investment Committee reviews recommendations and puts them in the context of the overall equity environment. They diversify holdings to limit risk where the performance of individual stocks does not meet expectations. Where suitable stocks cannot be identified, they may invest in cash.

Contact Data
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Executives & Employees

Executive Director

Chief Operating Officer

Head of Distribution

Associate Analyst

Board of Directors
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