Investment Strategy
Our Investment Strategy
at a Glance
At Waterside Asset Management (WAM), our primary objective is to preserve and grow capital by consistently outperforming the market over the long term. Our strategy is designed to maximize performance and deliver strong, sustainable returns, regardless of market conditions.
While the specifics of our investment strategy – such as methodology, asset classes, sectors, and geographical exposure – vary between funds, we follow a sector-agnostic, globally diversified approach, with a particular focus on developed markets such as the U.S., Europe, and Asia. Our investments span multiple asset classes, primarily Equities and Fixed Income, allowing us to capitalize on a broad range of opportunities while ensuring portfolio resilience.
WATERSIDE ASSET MANAGENEMT
Pillars behind our Strategy
Talent
We have built a best-in-class team to oversee the entire investment process, from opportunity identification to decision-making, execution and risk control.
Expertise
Our founder, advisors, and team bring a proven track record in asset management, consistently delivering sustainable returns.
Flexibility
While our investment criteria is clear and long-term focused, we adapt dynamically to optimize performance in any market environment.
Knowledge
Our deep expertise across asset classes and capital markets transactions provides us with a differentiating edge.
Patience
Guided by a value investing approach, we have the conviction and resources to patiently realize returns in high-quality, undervalued companies.
Scope
The ability to apply our strategy across geographies, sectors and asset classes allows us to efficiently allocate capital and capture diverse opportunities.
A Closer Look at WAM’s Investment Strategy
While we maintain a strong value investing bias—focusing on identifying and investing in companies trading below their intrinsic value with a long-term perspective—we also incorporate trading ideas and defensive strategies to navigate challenging market conditions effectively.
Our portfolio balances long-term investments in high-quality, undervalued companies with smaller, tactical long/short positions and short- to mid-term strategies, allowing us to optimize performance across different market environments.
At WAM, we are fully committed to upholding best practices, ensuring that all investments are executed with the highest ethical standards and integrity.
Contact us
investors@watersideam.com
Location
Praceta Outeiro da Vela 135, 2750-455, Cascais