What Makes Us Different?
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Our Principals have at least 20 years’ or more investment experience each.
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We are tax and income aware and focus on how to maximise franking credits.
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We do the worrying for you – we move the fund’s exposure to the market both up and down, dependent on our view on the market’s cycle.
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We have a low fund turnover – we buy and hold quality companies valuing their earnings stream over five years.
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The WaveStone principals have a substantial portion of their net wealth invested within the funds.
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We have achieved our investment goal time and time again.