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  • Committed to outperformance

    It is important that an active manager can demonstrate their ability to beat the market, i.e. to make more than the market in rising markets and to give less money back in falling markets. For this reason, whenever we show our performance, we do so relative to our comparator benchmark. As active managers our only interest is outperforming this benchmark to add value for our investors. Find out about the rewards and the risks of investing in equities

    View our performance Hand drawn arrow Fund Factsheet

    The best the world has to offer

    Our Global approach means we can look into every corner of the world for opportunities, unconstrained by geography. We only select 25 - 35 stocks at a time, which allows us to invest only in what our research and analysis identify as companies with the best prospects for outperformance. There are a lot of stocks out there, so it is important we focus only on the best possible companies available.

    Learn more about our portfolio Hand drawn arrow Top 10 holdings

    Proprietary research

    Our investment team comprises six highly experienced professionals who company-wide focus solely on a universe of less than 100 high-quality companies. This enables each member of the team to spend significant time analysing each potential investment.

    It is for this reason we believe our understanding of our investee companies is second to none. What is more, all our research is our own. This means we generate our own understanding of each company based on proprietary research, raising conviction in our conclusions and allowing us to make better informed investment decisions.

    High conviction

    We run a concentrated portfolio of 25 - 35 stocks, for three very clear reasons:

    • We only want to invest in the best stocks, as identified by our proprietary analysis
    • We want to differentiate ourselves from our competitors in the market, so we can deliver better-than-average returns
    • Each investment in a stock will be meaningful and can positively impact performance
    Learn more about our portfolio Hand drawn arrow Top 10 holdings

    High quality businesses at attractive valuations

    We want to buy companies that will benefit from structural growth trends, are able to significantly grow profits over time, yet are also available to buy at attractive valuations. We would like to buy companies and hold them forever, but we understand that sometimes valuations becomes too expensive or the companies’ prospects change, which means we may sell the stock in favour of better opportunities.

    To maximise returns you can’t rely on one company outperforming the market every year. Over time, the market conditions change, valuations change and industries change, and therefore the investments in the Fund should always provide the best chance of delivering better-than-average returns.

    Read our comment Hand drawn arrow Fund Manager Articles

    with no platform fees

    Whale Tail
    Whale Tail

    If you are unsure about suitability of the investment, contact a financial adviser.

    The Fund Management Centre is a platform operated by Waystone Management (UK) which enables investors to buy and sell shares in the WS Blue Whale Growth Fund online.

    Submitting this form will redirect you to the Fund Management Centre to register and complete your order.

    No Platform Fees

    Most investment platforms levy an administration charge for holding your funds, which is based on a percentage of your investment or a flat fee. Some platforms also impose a fund dealing charge which you pay when you buy or sell shares in a fund.

    By investing in the WS Blue Whale Growth Fund directly through Waystone Management UK there are no platform fees or fund dealing charges to pay.

     

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