We think differently
We think differently to the mainstream investment community in everything we do. We look for investments differently, we value opportunities differently and we manage our portfolio differently.
How to Invest in the HSC Blue Oceans MDA
If you’re interested in investing in the fund please register your interest using this enquiry form.
Our fees have been structured to be simple and maximise returns for investors. We charge a flat fee only, with no performance fees.
Retail strategy: 1.25% plus $125 per annum account fee
Wholesale Strategy: 1% plus $125 per annum account fee
Other transfer and brokerage fees apply, see table below for more details.
|HSC Blue Oceans MDA||Sustainable Retail Fund||Sustainable Wholesale Fund|
|Fees when your money moves in or out of you managed account|
(The fee to open your investment)
(The fee on each amount contributed to your investment)
(The fee on each amount you take out of your investment)
(The fee to close your investment)
|Annual Management Costs|
|Account Management Fee – Charged Daily
(The account service charges)
|0.28% p.a||0.28% p.a|
|Investment Management Fee – Charged Daily
(The fee Blue Oceans charges)
|0.97% p.a||0.72% p.a.|
(In excess of given benchmark)
|Annual Flat Fee||$125||$125|
|Indirect Fee (ETF MER)||0.24%||Nil|
|Commissions||We do not receive any commissions or mark-ups|
(In facilitating currency exchange of account base)
|1% of transaction value per currency exchange|
How to Invest in Blue Oceans Capital Fund
The fund is not yet launched. In the three years to date the fund has operated privately. We are now inviting you to invest with us and will launch the fund when we receive sufficient expected investment.
If you’re interested in investing in the fund please register your interest here. We’ll contact you when we’re about to launch and keep you informed on progress in the meantime.
Blue Oceans Name
Blue Oceans encapsulates our thinking as it relates to strategy and environmental sustainability. Both core to our values.
With regard to environment, Blue Oceans evokes images of pure waters and sustainability. We see a fundamental link between environmental sustainability and the financial community. Those institutions, as providers of capital, have enormous power to force change if it is their will, and in fact, they have a responsibility to do so.
Blue Oceans as it relates to business strategy is a term coined by Kim & Mauborgne (2005) that describes business models in uncontested markets with new demand, and strong, profitable growth. For us, Blue Oceans Strategy is a mental framework and a methodology for contributing to society in a sustainable way. It assists us to capture value with time compression from ideation to realisation.
Blue Oceans’ strategy is about “building a future where customers, employees, shareholders and society win.” In this way it is aligned with our passion for business to contribute to the betterment of people and to the environment as shown in our ESG focus. As opposed to Blue Oceans, Red Ocean industry boundaries are well-defined and accepted with the rules of the game already known. In Red Oceans, companies try to outperform their rivals to grab a greater share of existing demand. As that market space gets crowded, returns diminish and products become commoditised. Blue Oceans are untapped market spaces where new demand is created and there is opportunity for highly profitable growth. Some Blue Oceans are created in entirely new industries but most are created by expanding industry boundaries into new areas and markets through value innovation within Red Oceans. Here competition is irrelevant because the rules of the game have not yet been set. The focus is on the strategic move that companies make and not the company or industry itself.
Reference: Kim, W. C., Mauborgne, R. (2005). Blue Ocean Strategy: From Theory to Practice. California Management Review, 47(3), 105–121.
Business Value Capture
(mouseover / touch gold hotspots for legend)
Figure A. Conceptual distribution curve of global untapped value creation.