Westoz Investment Company Limited, managed by Westoz Funds Management Pty Ltd, is a Perth-based fund manager with a strong focus on small to mid-cap ASX listed securities, particularly those connected to Western Australia. Established in 2005, Westoz Funds Management has a track record of successfully managing investment portfolios with a keen eye on opportunities in the market. The company was the appointed manager of two listed investment companies, Westoz Investment Company and Ozgrowth Limited, both of which were acquired by WAM Capital in early 2022.
With a commitment to generating positive returns over the medium to long-term, Westoz Investment Company Limited has demonstrated impressive performance since its inception. The investment objective revolves around actively managing portfolios of small to mid-cap ASX listed investments, aiming to outperform the broader share market. The company’s dedication to delivering results is evident in its average annual returns, which have consistently surpassed the S&P/ASX All Ordinaries Accumulation Index.
Westoz Funds Management Pty Ltd, a wholly owned subsidiary of Euroz Hartleys Group Limited, continues to uphold its reputation as a reputable fund manager in the Australian financial services industry. The company’s current focus lies in managing the investment portfolio of Westoz Resources Fund Limited, emphasizing resource exposures. With a history of successful management and a commitment to excellence, Westoz Investment Company Limited stands out as a trusted partner for investors seeking opportunities in the dynamic Australian market.