Managed funds

WaveStone

WaveStone Capital

WaveStone is an Australian equities fund manager with a high conviction, risk-aware investment approach. WaveStone's aim is to provide capital growth over the long term (at least five years) and tax-effective income.

WaveStone looks to invest in companies with a sustainable competitive advantage, because it believes that these companies are most likely to enhance portfolio returns. WaveStone also has a range of tools on hand such as derivatives and short selling which it uses primarily to protect investors' capital, and also to potentially strengthen portfolio returns.

The WaveStone team is made up of experienced investors who have navigated their way through many market cycles.

Fund name Asset class Download

WaveStone Australian Equity Long Short Fund

Australian shares

Wholesale PDS (644KB)
IDPS PDS (368KB)