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Australian Equities

WaveStone Capital

About WaveStone

WaveStone Capital (WaveStone) is a specialist boutique Australian Equities manager based in Sydney. Founded in 2006, WaveStone aims to provide tax-effective income and capital growth over the long-term by investing in a portfolio of quality businesses, with a Sustainable Competitive Advantage (SCA) – businesses with superior corporate DNA operating within industries with favourable dynamics that deliver above market earnings growth. 

Approach

WaveStone is an active high conviction manager with a bottom-up stock-picking process. WaveStone invests in proven business models with an equity market capitalisation greater than $200m at the time of purchase. Typically, the companies they invest in are prudently financed, well managed and have a track record of success.

The WaveStone team apply growth, quality and valuation tests, positioning their investment style towards growth at a reasonable price (GARP). WaveStone’s approach tends to favour companies that will grow earnings faster than the market over the medium term. 

ESG

WaveStone realise the importance of sustainability for all companies, and that they as fund managers have an active role to play. WaveStone strongly believes that responsibly managed companies are more likely to achieve a sustainable competitive advantage and provide strong long-term growth. Incorporating ESG factors into their investment process enables WaveStone to assess risks and opportunities that are not yet reflected in asset values.

Transparency
Transparency
WaveStone’s quarterly ESG reports outline activity and insights.
Integration
Integration
The consideration of ESG issues is embedded in WaveStone’s corporate DNA principles.
Active ownership
Active ownership
Company engagement is an integral part of the investment process.
Memberships
Memberships
WaveStone is a signatory to the UNPRI, Climate Action 100+ and HESTA 40:40.

Team

WaveStone Capital’s principal investment team have experienced events such as the tech bubble, September 11, 2001 and the Global Financial Crisis. We have managed multi-product and multi‑billion dollar funds in both wholesale and retail markets with distinction, throughout a range of market conditions and cycles.

Contact WaveStone

General Enquiries

info@fidante.com.au
1300 721 637 (Within Australia)
+612 8023 5428 (Outside of Australia)

Financial Adviser Enquiries

bdm@fidante.com.au
1300 721 637

Institutional Investors and Asset Consultants

Katy Clymo
General Manager, APAC Institutional Distribution
kclymo@fidante.com.au
+612 9994 7008