Westoz will mainly invest in listed securities. The portfolio of assets are managed by Westoz Funds Management Pty Ltd, a 100%-owned subsidiary of Euroz Limited. Whilst the majority of investments will be sourced from the Australian equity market, the portfolio is intended to produce the desired returns regardless of the general direction of that market. WFM manages two listed investment companies, Westoz Investment Company Limited and Ozgrowth Limited, which focus on investing in small to mid cap ASX listed securities, generally connected to Western Australia. During this period, he oversaw a major restructuring of that entity’s investment portfolio and directly managed funds in Australian equity and fixed interest markets. More detail on the manager is available here. Level 18, Alluvion, 58 Mounts Bay Rd, Perth, WA 6000. The Company’s objective is to generate a positive return over the medium to long-term, regardless of the movements of the broader share market, from an actively managed portfolio of small cap ASX listed and unlisted investments, and provide shareholders with a consistent stream of dividends. December 16, 2020Westoz Weekly – 16 December 2020, December 16, 2020WIC Video Update – November 2020. He was recognised as an affiliate of ASX in December 2000 and was admitted in May 2004 as a Practitioner Member (Master Stockbroking) of the Stock Brokers and Financial Advisors Association. Year to Jun NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%) 2020 A -1.20-0.90-59.30%: 0.00: 6.00: 6.00%: 100.0%: 2019 A -2.94-2.20 … Phone 573-624-8901 Email info@sixtywestfunds.com. Sixty West Funds offers the ability to benefit from the Opportunity Zone program's tax incentives. Phone: (08) 9321 7877 SMS these details to your mobile phone for free: Send We won't use your number for marketing purposes. Mr Hewett commenced as the Company Secretary of the Company in June 2017 and is the Group Company Secretary to Euroz Limited and its subsidiaries. All Rights Reserved. The Manager will use a variety of sources to generate investment ideas. Virus hit. Hence, a listed investment company structure is the most appropriate form of the investment vehicle. We also talk to portfolio investment activity and the increasingly positive economic indicators emerging in Western Australia. From 2000 until the present date, Mr Hughes has worked for Euroz Securities Limited and Euroz Limited and also acts in the capacity of Executive Director and Responsible Officer of both companies. In 2008 Keysbrook became a founding firm of what was to become the Shadforth Financial Group (“SFG”). Mr Joyner is the Chairman of Kidsafe WA and sits on the board of the Perth Symphony Orchestra. Leverage may be employed in the Portfolio, but total exposure will not exceed 120% of the Portfolio Value. Mr Hughes commenced as a Director of the Company in 2005 and assumed the role of Non-Executive Chairman in October 2013. He was the Director of Investments with the Government Employees Superannuation Board in Western Australia for a 6 year period to September 2000. Westoz Funds Management Pty Ltd (WFM) is a Perth based fund manager established in 2005. December 9, 2020Westoz Weekly – 9 December 2020, Equity markets were again buoyant over the last week…, December 3, 2020Ozgrowth – November 2020 Update, Ozgrowth Limited has released its November 2020 Update…, December 3, 2020Westoz Investment Company – November 2020 Update, Westoz Investment Company Limited has released its November 2020 Update…, Level 18, Alluvion58 Mounts Bay RoadPerth, Western Australia 6000, Share Registry Computershare 1300 749 533, * annualised return before allowance for fees and taxes, © Copyright 2019 Westoz Funds Management. Pinterest. 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