Watershed Funds Management is an independent Australian funds management business owned and operated by highly-qualified and passionate investment professionals.
Watershed Funds Management was established as an independent boutique Australian investment manager that delivers client-focused investment solutions to; institutions, intermediaries, financial planners and high net worth investors.
The basic foundation of our business is to provide our clients with individually tailored investment solutions that are actively managed.
Our fundamental goal is to protect and create capital for our clients by delivering on our investment philosophy of taking strategic positions in and out of all assets classes throughout the investment cycle, whilst identifying and holding high quality companies for the medium to long term within each asset class.
Our Portfolio Managers and Investment Committees have extensive experience across all asset classes and specialise in the construction of SMA (Separately Managed Account) portfolios that deliver client-focused, investment solutions to; institutions, intermediaries, financial planners, accountants and high net worth investors. Key to their success is the MDA structure, which provides the regulatory ability to actively manage IMA (Individually Managed Account) portfolios directly, efficiently and pro-actively.
Our fundamental goal is to create and protect capital for clients by delivering on our investment philosophy.
At Watershed we do not simply offer a suite of product but rather work with our clients to deliver solutions tailored to their needs. We appreciate that every business is unique and for us to be able to provide each with the best possible results, we need to have an in-depth understanding of their company and their objectives. We view our relationship with our clients as an on-going collaborative process and believe we have a team with the depth and breadth of experience to construct the quality portfolio solutions you desire, actively and efficiently – via Managed Discretionary Accounts.
Watershed Funds Management is a Corporate Authorised Representative No. 123456 of Watershed Dealer Services AFSL No. 436357.