Email: info@sixtywestfunds.com . Share: Share: Facebook. Mr Woods commenced his investment career with HSBC Asset Management in London where he specialised in European equities. WFM manages two listed investment companies, Westoz Investment Company Limited and Ozgrowth Limited, which focus on investing in small to mid cap ASX listed securities, generally connected to Western Australia. He has held this role since April 2005. Leverage may be employed in the Portfolio, but total exposure will not exceed 120% of the Portfolio Value. Get in touch today to learn more about our team, strategies and results. Mr Terry Budge – Independent Non-Executive Director. The management of the fund is undertaken by Westoz Funds Management Pty Ltd., a 100% owned subsidiary of Euroz Ltd.. WIC Financial Summary. Westoz Investment Company Limited is an equity fund launched and managed by Westoz Funds Management Pty Ltd. Whilst the majority of investments will be sourced from the Australian equity market, the portfolio is intended to produce the desired returns regardless of the general direction of that market. Westoz FM expands $252m Perth team Euroz Limited’s wholly owned subsidiary, Westoz Funds Management, has expanded its Perth-based team. A range of parameters are used to assess value, but a key input to the analysis is the expected growth potential of the company. The Company’s objective is to generate a positive return over the medium to long-term from an actively managed portfolio of small cap ASX listed and unlisted investments, and provide shareholders with a consistent stream of dividends. Value writedown hurts Navitas. No one stock will represent more than 20% of the total Portfolio Value at the time of acquisition. Westoz Funds Management Pty Ltd (WFM) is a Perth based fund manager established in 2005. Any short positions will not represent more than 20% of the total Portfolio Value. Top 50 Oz Management Holdings . Mr Simon Joyner  – Independent Non-Executive Director. Over October the Westoz portfolio decreased marginally in value (-0.5%). Mr Hughes commenced as a Non Executive Director of the Manager in May 2005. Where suitable stocks can not be identified, the portfolio may invest in cash. Chloe Stokes, Investment Analyst for Forager Funds Management speaks to Elysse. Euroz Limited is invested alongside shareholders via a 26% shareholding. By detailed analysis of a range of valuation parameters, active management of a portfolio of equities can be used to generate an acceptable level of absolute return over a range of time frames. Mr Rees is a Non Executive Director of the Manager and sits on its Investment Committee. Investors wishing to gain exposure to our investments can purchase securities in Westoz Investment Company through your investment platform, stockbroker or affiliated advisor. Westoz Funds Management Pty Ltd (WFM) is a Perth based fund manager established in 2005. Westoz has appointed the Manager to undertake the management of its investment portfolio in a manner consistent with its Investment Philosophy. All Rights Reserved, Changes relating to buy-back - Appendix 3D, Daily share buy-back notice - Appendix 3E, Westoz Investment Company – November 2020 Update, Westoz Investment Company – October 2020 Update, Westoz Investment Company – September 2020 Update, Westoz Investment Company – August 2020 Update, Westoz Investment Company – July 2020 Update, Westoz Investment Company – June 2020 Update, Westoz Investment Company – May 2020 Update, Westoz Investment Company – April 2020 Update, Westoz Investment Company – March 2020 Update, Westoz Investment Company – February 2020 Update, Westoz Investment Company – January 2020 Update, Westoz Investment Company – December 2019 Update, Westoz Investment Company – November 2019 Update, Westoz Investment Company – October 2019 Update, Westoz Investment Company – September 2019 Update, Westoz Investment Company – August 2019 Update, Westoz Investment Company – July 2019 Update, Westoz Investment Company – June 2019 Update, Westoz Investment Company – May 2019 Update, Westoz Investment Company – April 2019 Update, Westoz Investment Company – March 2019 Quarter Update, Westoz Investment Company – February 2019 Update, Westoz Investment Company – January 2019 Update, Westoz Investment Company – December 2018 Quarter Update, Westoz Investment Company – November 2018 Update, Westoz Investment Company – October 2018 Update, Westoz Investment Company – September 2018 Quarter Update, Westoz Investment Company – August 2018 Update, Westoz Investment Company – July 2018 Update, Westoz Investment Company – June 2018 Quarter Update, Westoz Investment Company – May 2018 Update, Westoz Investment Company – April 2018 Update, Westoz Investment Company – March 2018 Quarter Update. We have a proven track record of generating attractive risk-adjusted returns across market cycles. Reddit. The Manager will use a variety of sources to generate investment ideas. Comment Guidelines . During this period, he oversaw a major restructuring of that entity’s investment portfolio and directly managed funds in Australian equity and fixed interest markets. Mr Hughes is also Non – Executive Chairman of Westoz Investment Company Limited and Ozgrowth Limited. actively managing the portfolios to take advantage of opportunities as they arise. Westoz will mainly invest in listed securities. Our current development pipeline includes $700M+ of Qualified Opportunity Zone developments. Mr Joyner has a Bachelor of Commerce Degree from the University of Western Australia. Is an Executive Director of the Manager and is responsible for sourcing, analysing and implementing investment ideas. Risk control features of the Portfolio will include: The Board of the Company has in place a Corporate Governance Plan. If you require further assistance or cannot locate the document you are after, our share registry, Computershare Investor Services Pty Ltd (phone: 1300 749 533) may be of assistance. All Rights Reserved. The Manager will use a variety of sou… Mr Rees has worked in a range of roles focussed on Australian investment markets since 1987. WFM manages two listed investment companies, Westoz Investment Company Limited and Ozgrowth Limited, which focus on investing in small to mid cap ASX listed securities, generally connected to Western Australia. Sixty West Funds draws upon this impeccable record of compliance to offer certain qualified investors with the ability to defer, and partially exclude, tax liability through strategic investment in newly designated Opportunity Zones. Phone +61 8 9321 7877. WESTOZ INVESTMENT COMPANY AKTIE und aktueller Aktienkurs. WESTOZ INVESTMENT COMPANY Bilanz - hier erhalten Sie ausführliche Bilanzinformationen zur WESTOZ INVESTMENT COMPANY Aktie. Latest NTA per Share(pre-unrealised tax)$1.116. Nachrichten zur Aktie Westoz Investment Company Ltd | A1CTKA | AU000000WIC6 He is also Company Secretary of Ozgrowth Limited. Westoz’s investment philosophy is based on the premise that financial markets and individual securities can and do deviate away from fair value. Derivatives may be used where considered appropriate. From 2000 until the present date, Mr Hughes has worked for Euroz Securities Limited and Euroz Limited and also acts in the capacity of Executive Director and Responsible Officer of both companies. Alle Informationen zu Umsatz, Gewinn, Dividende und GuV. How can we help? Westoz Funds Management Pty Ltd (WFM) is a Perth based fund manager. All our lodged announcements are available here: 14/12/2020Changes relating to buy-back - Appendix 3D, 07/12/2020Daily share buy-back notice - Appendix 3E. 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