WaveStone Capital

Established in 2006, WaveStone is a boutique Australian equities fund manager with an active, high conviction approach to investment management.

WaveStone aims to enhance the returns to investors by thoroughly analysing companies to determine sustainable competitive advantage. The key to this analysis is identifying companies which WaveStone believes display superior corporate DNA and operate within favourable industry dynamics which can deliver above market earnings growth.

WaveStone considers the taxation consequences of investment decisions to be an important part of its investment philosophy.

WaveStone identifies companies with sustainable competitive advantage by selecting companies with seven key 'Corporate DNA' factors. WaveStone then applies a quality screen test to the companies selected to then determine if the implied growth rate to maturity that is signalled in every company's share price is consistent with its bottom-up analysis.

Fund name  Asset class  Download 

WaveStone Dynamic Australian Equity Fund

Australian shares

PDS

Application forms

WaveStone Wholesale Australian Share Fund 

Australian shares 

PDS

Additional information booklet

Application forms

WaveStone Capital Absolute Return Fund

Australian shares 

Only available to wholesale investors.