Introduction
The Value Partnership is a unit trust with investments primarily in listed Australian equities and is managed by Westor Asset Management Pty Ltd. The trust operates within the Small Scale Offering provisions of the Corporations Act 2001.
The manager identifies and selects businesses from a value “bottom-up perspective”, which includes an assessment of a company’s financial statements, business history, management and sustainable competitive advantages. As indicated by the fund name, it is the manager’s goal for unitholders to view their investment as a long term partnership that shares in the growth of quality businesses. The fund’s inception date was 20 March 2006.
Please note the information provided on these pages does not take into account an individual's investment objectives, particular needs or financial situation. It is general information intended for existing investors only and should not be considered to be investment advice nor viewed or relied upon as an investment recommendation.
The manager may be contacted at [email protected]