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Company Overview

Watercrest Capital Pty Ltd. (“WC” or the “Company”) is a specialised investment management firm structured as a closed-ended fund. The Company focuses on acquiring and maintaining significant, though generally non-controlling, positions in a concentrated portfolio of high-quality small- and large-capitalisation companies. WC’s primary objective is to optimise its long-term compound annual growth rate (CAGR) in intrinsic value, delivering superior returns for its stakeholders.

Incorporated under the laws of Australia on 14 January 2020, WC began its operations as an unregistered closed-ended investment scheme.

The Company has engaged Watercrest Asset Management Pty Ltd. (“WAM” or the “Investment Manager”) as its dedicated investment manager. Established on 20 September 2022, WAM operates under the strategic oversight of WC’s Board of Directors. The Investment Manager is responsible for implementing the Company’s investment strategy, actively managing its portfolio, and overseeing its assets and liabilities in accordance with WC’s investment policy.

WC’s portfolio is intentionally concentrated, typically comprising 5 to 8 core holdings. These positions predominantly include liquid, publicly listed companies across the Australian, Asia-Pacific and North American markets. The Investment Manager employs a rigorous selection process to identify high-quality businesses that exhibit robust fundamentals, including limited downside risk, strong cash flow predictability, and sustainable competitive advantages.

In select circumstances, the Investment Manager takes an active approach to unlock value within portfolio companies. This may involve catalysing improvements in management practices, operational efficiencies, and governance frameworks, all with the aim of fostering significant, long-term shareholder value.

A disciplined approach to risk management underpins WC’s investment philosophy. The Investment Manager carefully constructs and maintains the portfolio, typically introducing one to three new core investments annually. Furthermore, the Company may employ hedging strategies to mitigate market-related downside risk or to capitalise on asymmetric profit opportunities, ensuring that risk-adjusted returns remain optimised.

With a steadfast focus on quality, performance, and prudent risk management, Watercrest Capital Pty Ltd is committed to generating enduring value and delivering exceptional outcomes for its investors.

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Contact Details

Materials that are provided upon request as noted herein may be obtained by contacting Computershare.

Tel no: +61 (0)28 0754 799

For Investor Relations inquiries, please send an email request to:
info@watercrestcapital.com

The Registered Office

The Administrator

© 2024 Watercrest Capital, Pty Ltd. All Rights Reserved. Read our Disclaimer

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