Means Better Returns
Fundamental, value-based investment research
At Blue Oceans Capital, we think differently. Our unique analysis unearths growth companies with defensible revenues, driven by innovation.
We only invest in companies having a positive impact, because building a better world can offer the best long-term performance.
We aim to achieve average annualised returns of 15% per annum over 5 years. We have seen average annualised returns of 41.49 since forming.
Past performance is not a reliable indicator of future performance.
Financial markets are undergoing one of the biggest paradigm shifts in history. Sustainable investing is changing the world.”
Profit with purpose
We identify businesses that are building a better world.
This means we don’t invest in:
- Polluting commodities (such as oil, coal, copper or gold)
- Weapons or defence
- Alcohol or tobacco
- Any media harmful to psychological well-being
We believe companies have a responsibility to their shareholders, and their broader stakeholders, to drive growth that doesn’t come at the cost of society or the environment.
As investors, it’s our responsibility to provide capital where we see the greatest opportunity for long-term returns and sustainable development.
We are signatories to the Principles for Responsible Investment (PRI), and members of both the Responsible Investment Association of Australasia, and the United Nations Environment Program Financial Initiative (UNEP FI).
These organisations bring together the world’s most progressive investors to define sustainable operating methods, and to share results. We’re eager for more investors to be transparent about the impacts they’re having on the world. And we’re leading by example.
For more details on how we integrate Sustainability measures into our analysis click here.
Join our pursuit in aligning investment with sustainability
“There’s nothing quite like the intellectual challenge that involves searching for the best investments possible. This, coupled with the great satisfaction of seeing those companies perform over time, makes investing a thrilling and greatly rewarding pursuit”
Will has over 90% of his wealth and family members invested in the fund.
Analyst & Software Engineer
“The process of categorising, analysing, eliminating, shortlisting, researching and ultimately investing in a company – and to see it grow beyond expectations – is one of the most fulfilling journeys you can go on in your life. And I get to go on this amazing journey everyday.”
Manik has over 90% of his wealth invested in the fund and contributes 10% of his salary into the fund.
“Nothing motivates me more than applying my best skills to select quality, sustainable companies with sound business models to invest in and watch grow over time. It only gets better knowing we work as a powerful team in the persistent pursuit of continual improvement.”
Pavel contributes 10% of his salary into the fund.