About Watercrest Capital Pty Ltd.
Watercrest Capital Pty Ltd. (“WC” or the “Company”) is a leading investment management firm structured as a closed-ended fund. WC specialises in acquiring and holding significant, though generally non-controlling, positions in a focused portfolio of small- and large-capitalisation companies. The Company’s primary objective is to maximise its long-term compound annual growth in intrinsic value per share, delivering sustainable returns for its stakeholders.
Incorporated under the laws of Australia on 14 January 2020, WC initially operated as an unregistered close-ended investment scheme, reflecting its strategic evolution and focus on long-term value creation.
The Company has appointed Watercrest Asset Management Pty Ltd. (“WAM” or the “Investment Manager") to oversee its investment strategy and operations. Founded by Josh Cui on 20 September 2022, WAM operates under the strategic oversight of WC’s Board of Directors. The Investment Manager is responsible for implementing WC’s investment policy, managing the Company’s assets and liabilities, and driving performance in line with the Company’s objectives.
WC’s portfolio is carefully curated, typically consisting of 5 to 8 core holdings. These holdings primarily include liquid, publicly traded small- and large-capitalisation companies across North American, Asia-Pacific and Australian markets. The Investment Manager employs a disciplined approach to identify high-quality businesses with robust fundamentals, including limited downside risk, predictable and recurring cash flows, and strong competitive advantages.
In select instances, the Investment Manager may adopt an active approach to create shareholder value by driving managerial, operational, or governance improvements within portfolio companies. This value-driven strategy aims to generate substantial, enduring, and long-term benefits for both the Company and its investors.
Risk management is a cornerstone of WC’s investment philosophy. The Investment Manager carefully selects and structures the portfolio, typically introducing one to three new core investments annually. Additionally, the Investment Manager may employ sophisticated hedging strategies to mitigate market-related downside risks or to capitalise on asymmetric profit opportunities, ensuring the portfolio remains resilient and optimally positioned for growth.
With a steadfast commitment to quality, performance, and long-term value creation, Watercrest Capital Pty Ltd continues to establish itself as a trusted partner for investors seeking consistent, risk-adjusted returns.