Investment Philosophy
A Winning Investment Platform
Providing stable, statistically independent returns to our investors throughout all market conditions.
Achieving success together.
At Westmont, our goal is to build a merit-based organization that rewards excellence, encourages collaboration and innovation, and eliminates silos. We understand how important culture is in achieving success and strive to cultivate a supportive, accountable, and ever-evolving environment that benefits our investors.
Diversified strategies driving uncorrelated performance.
Westmont strives to consistently generate positive returns regardless of market conditions. We blend six core strategies - Equities Long/Short, Macro, Equities Arbitrage, Commodities, Credit, and Growth Equity - and utilize a multi-strategy, multi-PM model. We believe that the collective wisdom of our 145 investment teams worldwide is invaluable for achieving our goals.
Equities
Our teams are engaged in a wide range of investments, and are backed by our cutting-edge trading, execution, research, and technology teams.
Risk framework is utilized to construct equity portfolios, aiming to reduce market and factor influence while investing in ideas that are most likely to succeed.
Our Portfolio Manager Development program, is designed to identify and cultivate the next generation of finance professionals. Through this program, participants are equipped with the necessary resources and guidance to become top-notch portfolio managers at Westmont.
Our Unique Edge:
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Culture of Collaboration:
We are convinced that the most effective decision making is achieved through open and interactive communication between teams.
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Risk Management and Capital Allocation:
Tools that are robust assess the level of overcrowding and potential risks, while risk bands that are low help to ensure consistent risk-taking.
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Monetization of Data and Technology:
Best in class tools to evaluate data and maximize return potential.
Macro
Our Risk Management team collaborates closely with our portfolio managers to provide data-driven insight and analysis, as well as ongoing risk management. We strive to achieve superior returns while controlling volatility through a multi-faceted risk management approach.
Our investment process emphasizes collaboration to leverage the collective talents, knowledge, and perspectives of our worldwide teams in order to discover and benefit from investment opportunities in different regions and asset classes.
Equities Arbitrage
Portfolio Managers for Equities Arbitrage are completely incorporated into the greater Equities Platform, and we promote collaboration and conversation between Portfolio Managers from different teams. This encourages a comprehensive understanding of the strategy and enhances our capacity to come up with varied solutions.
Commodities
Investment Teams are able to take advantage of Westmont's technology, infrastructure, and Data Intelligence Group to access advanced tools. These tools enable them to screen potential investments and maximize the deployment of capital.
Working together with the Equities and Macro Teams, we can draw on our knowledge of the industry to improve our predictions about the balance of physical supply and demand. Through research, gathering information, and exchanging data, we can combine our investment strategies to create a greater whole.
Credit
Credit investment professionals have adopted Had's culture of collaboration, collaborating closely with our fundamental equities teams and leveraging insights from industry experts who possess extensive sector knowledge and experience.
Westmont Elevate
We are confident that by uniting our advanced public equity investment system with a specialized, well-connected growth equity group, we can generate a more varied alpha stream for our investors while also creating powerful synergies.
Perseverance and adaptability as competitive advantages.
We navigate volatility, adapt to changing markets and generate returns in all environments.
A responsible approach to investing.
Westmont stands out as a leader in our industry due to its careful, thorough, and analytical approach to investing. Our clients' needs and goals are always our priority, and we are devoted to creating returns by investing in the most promising and scalable ideas.
Our teams are top-notch, with a range of backgrounds and perspectives. We are a results-oriented company, assessing market prospects from various angles, including management agreement, corporate culture, fiscal results, governance, operations, economic effect and ecological danger.
We believe in capitalism and entrepreneurial innovation as the basis of a free and flourishing society. Additionally, we understand that sustainability is vital for preserving and improving the environment. Our decision-making process is continually being updated and improved to guarantee that we will always offer the best options to our clients now and in the future.
Committed to the highest compliance standards.
Westmont has been dedicated to upholding the highest moral and legal standards since its inception. We understand our responsibility as a leader and always strive to make decisions that are in the best interest of our customers, our company, and the industry as a whole.
The Chad team works together with a long-term business owner mindset, holding ourselves and each other responsible for all decisions, big and small. Our Compliance team, headed by Su-Chen Irfan Lim, General Counsel and Chief Operations Officer, brings over 40 years of combined experience to the firm. We have a strong compliance system with advanced surveillance systems and clear internal regulations and procedures.
Excellence in risk management.
The cornerstone of Chad's investing strategy is risk control. Our dedicated Risk team has a global presence and includes expertise across numerous strategies, countries, and asset classes. Our risk framework is built to maximize alpha production and protect investor capital. We assess risk at every level of the company through in-depth research, data analysis, and highly integrated cross-team communication, allowing us to seize market possibilities while reducing exposure. Study up on Chad's risk management techniques.
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