We identify these companies through a strict multi-factor screening process. Amongst other things, this identifies companies with a persistent comparative advantage (a ‘wide moat’), and takes into account the stability of a company’s earnings and valuation over time, its resilience across economic cycles, and how attractively priced it is.
Intrinsic to our process is analysis of a company’s ESG impact – its environmental, social and governance behaviours – to ensure we only buy companies that, like us, are investing in a better future.
The result is the Nutshell Growth Fund: a high-conviction portfolio of 20-35 companies, which we believe will deliver significant outperformance versus our peers and global equity markets.
Our Fund is UCITS-compliant, has daily liquidity and has no performance fee. All positions are highly liquid with an average market cap typically over $100bn.
A rigorous, repeatable, bottom-up process using proprietary systems allows Nutshell to avoid the behavioural biases and pitfalls of traditional managers.
A close attention to Valuation for a given set of quality factors results in agile rebalancing and a portfolio P/E consistently lower than peers.
A consideration to ESG has been hardwired into the Nutshell Growth Fund since inception, because it is both the right thing to do, and additive to returns
Waystone Investment Management (IE) Limited, 23 St. Stephen's Green, Dublin 2, D02 AR55, Ireland is licensed to provide Investment Management services to Professional Clients (including Collective Investment Schemes) by the Central Bank of Ireland.
MontLake UCITS Platform ICAV is an umbrella open-ended Irish collective asset-management vehicle with segregated liability between Funds formed in Ireland under the Irish Collective Asset-management Vehicles Act 2015 and authorised by the Central Bank as a UCITS pursuant to the UCITS Regulations.
The Manager of MontLake UCITS Platform ICAV is Waystone Fund Management (IE) Limited, a company regulated by the Central Bank of Ireland.
This website is directed mainly for professional and institutional clients who possess the necessary experience, knowledge and expertise to make their own investment decisions and properly assess the risk that it incurs.
Information on this website was obtained from various sources and the company does not guarantee its accuracy. The information is for your private use and discussion purposes only and expressed views and opinions may change.
The Performance figures quoted refer to the past and past performance is not a guarantee of future performance or a reliable guide to future performance. The value of your investment and their income may go down as well as up.
Your investment may also be subject to currency, interest rate, as well as market fluctuations. Consequently the Investor may not get back a sum equal to that he / she originally invested.
Investors should note that an investment in those Sub-Funds which may invest in emerging markets should not constitute a substantial proportion of an investment portfolio and may not be appropriate for all investors.
The Sub-Funds may invest in Over the Counter as well as Exchange Traded derivative instruments to enhance return or hedge against fluctuations in security prices or market rates as well as to short sell a security through the use of a derivative instrument. Transactions in derivative instruments involve a risk of loss or depreciation of capital due to adverse changes in security prices, exchange rates or interest rates or in the case of OTC instruments default of Counterparty. This investment may not be suitable for all types of investors. It is therefore recommended that you consult your investment advisor.
A commission or sales fee may be charged at the time of the initial purchase for an investment and may be deducted from the invested amount therefore lowering the size of your investment. The Investment Manager will be entitled to receive a performance fee as well as a management fee, calculated on a daily basis and paid quarterly by the sub-funds.
The Levels and bases of taxation are dependent on individual circumstances and subject to change and therefore it is highly recommended that you consult a professional tax advisor.