Waverton Global Equity Fund

The objective of the fund is to achieve returns in excess of the MSCI World Index through investment in a focused selection of global equities

The Waverton Global Equity Fund is a focused long-only stock-picking fund investing a concentrated list of 25-35 global best ideas.

The current fund managers have been managing the fund since January 2017 but the strategy has been in place since 1996. Their fundamental bottom-up approach is to look for companies with compelling business models that have

  • leading market shares
  • pricing power and high barriers to entry
  • strong balance sheets that are able to fund their expansion organically
  • growing dividends and cash flows

The fund managers look for formidable management teams that have capital discipline and appropriate business strategies with robust corporate governance and shareholder communication. These are companies that we refer to as Waverton Quality and can be found in every sector and in every region.  The aim is to buy these companies at attractive valuations with a three to five year investment horizon.