Westoz Funds Management Pty Ltd

Overview

Established in 2005, Westoz Funds Management Pty Ltd (WFM) is a Perth-based fund manager specializing in small to mid-cap ASX listed securities, primarily connected to Western Australia. WFM is a wholly owned subsidiary of Euroz Hartleys Group Limited, a diversified financial services company listed on the Australian Securities Exchange. WFM manages the investment portfolio of Westoz Resources Fund Limited, an unlisted investment company focusing on resource sector exposures. Previously, WFM managed two listed investment companies, Westoz Investment Company Limited and Ozgrowth Limited, both acquired by Wilson Asset Management in April 2022. The investment strategy of WFM is overseen by an Investment Committee, comprising experienced professionals with extensive backgrounds in Australian investment markets. WFM's investment philosophy centers on generating positive returns over the medium to long term, regardless of broader market movements, through an actively managed portfolio of ASX listed and unlisted securities with a connection to the resources sector. This approach aims to deliver consistent performance by focusing on opportunities within the Western Australian resources industry.

Portfolio Companies