Founded in 1923, Whitefield has a long history and solid track record of delivering value to its shareholders.

Holders of Whitefield’s Ordinary Shares have received regular dividends and growth in the capital value of their investment over many decades. An investment of $10,000 in Whitefield in 1970 would have been worth $1,683,3171 at 31st March 2015 (after the payment and provision of all costs and company tax across that period).

Whitefield offers a broad exposure to Australian industrial economic growth.

Our portfolio contains over 140 stocks spread across many segments of the Australian economy, however we do not invest in the resource sector. This provides our investors with a diversified investment portfolio without the risks associated with exposure to the higher volatility boom-to-bust mining sector. An incidental benefit for many is Whitefield’s low exposure to the producers of fossil fuels.

Whitefield’s investments are managed by an experienced team.

Whitefield’s investment team have an average of 18 years financial services experience per person, of which an average of 13 years has been spent working with Whitefield. Our team members have diverse backgrounds and skills, providing us with a robust breadth of perspective.

Whitefield has a disciplined and unique investment process.

At the centre of Whitefield’s investment process is a proprietary data base and customised analytics framework which provides us with a unique platform giving us a breadth and depth of objective and reliable analysis.

Whitefield’s operating structure seeks to emphasise the qualities of prudential control and specialisation.

Whitefield’s Board contains a majority of independent directors and explicitly focuses on prudential control and review of the company’s operations. The company’s Investment Team, Accounting Personnel and Office Administration Personnel operate as specialist units each with depth of managerial and operational resources.

Whitefield Provides Investors with an Efficient Structure

Our operating structure and utilisation of technology assist us in providing a professionally managed portfolio at relatively low cost. Whitefield’s Management Expense Ratio (MER) has been approximately 0.35% for the majority of the last two decades.

Alignment of Interests

Many of Whitefield’s Board and Executive Personnel are also shareholders of Whitefield. They have a significant vested interest in ensuring that the company’s financial outcomes are as favourable as possible for all shareholders over both the long and short terms.
 

1 Calculated on the basis of net asset backing after tax per ordinary share plus dividends, assuming all dividends were reinvested.