Investment Principles

The Waverton Funds each have a rigorous investment approach, seeking to achieve long-term capital growth by identifying and investing in the best stock ideas within their investment universe.

Whilst each manager uses their own unique process based upon their experience and skills the Waverton Fund Managers share the following core principles when constructing their portfolios:

•Bottom up stock selection
•Focus on fundamental analysis
•High conviction portfolios
•Benchmark agnostic/high active share
•Risk managed portfolios