Performance of the HSC Blue Oceans MDA

Our investment research is offered through the Harbourside Capital Blue Oceans MDA. Performance data is available by clicking on the links below.

wholesale fund performance
Wholesale Strategy Performance

WHOLESALE STRATEGY

Minimum Investment amount $50,000.

The Wholesale Strategy is a high-conviction portfolio comprising the world’s best performing sustainable companies.

We remain invested for as long as our analysis indicates those companies remain high-quality. We know we are invested in the world’s best opportunities because we scan every listed company every three months. The Wholesale Strategy is open to Wholesale investors only.

retail fund performance
Retail Strategy Performance

RETAIL STRATEGY

Minimum Investment amount $20,000.

The Retail Strategy is the same as the Wholesale Strategy except for the allocation of three high-performing, sustainable, exchange traded funds (ETFs).

This retail strategy aims to outperform the market whilst smoothing out the potential volatility of the more concentrated Wholesale Strategy.

Why we will continue to Outperform

Our strategies will continue to outperform the market over the long-term for four main reasons:

  1. As the businesses we are invested in mature, we recycle that capital into new emerging growth investments.
  2. Business models we are invested in have strong, long-term tailwinds because they are at the forefront of sustainable change required by humanity.
  3. Humanity is constantly evolving to meet new challenges. Our processes will continue to uncover high-quality companies meeting those challenges and we will invest in those opportunities at fair or discounted prices.
  4. Attempts to consistently predict market movements are impossible. We do not take a market or macro-economic view and move in or out of cash depending on that view. We hold high-quality companies for as long as our analysis can confirm they are high-quality. This allows our portfolio’s performance to closely resemble that of its underlying businesses.

Investment Case Studies

SolarEdge Renewable Energy
SolarEdgeRenewable Energy
The Trade Desk Programmatic Advertising
The Trade DeskProgrammatic Advertising
Adyen Digital Payments Gateway
AdyenDigital Payments Gateway
Beyond Meat Plant-based Meat Substitute
Beyond MeatPlant-based Meat Substitute
Period Blue Oceans MSCI World Leaders ESG
FY17 19.81% 13.54%
FY18 49.42% 7.75%
FY18 58.24% 5.94%
Q1 FY20 9.86% 0.36%

“Blue Oceans Performance compared to MSCI World Leaders ESG Index” The MSCI index is made up of companies with high Environmental, Social and Governance performance. For more information on the index click here.

Risk

How have those results been achieved?

Portion of Total Annual Gain

performancriskchart-03

Chart One. Portion of total annual gain by company.

Chart One above shows each investment over the three years and its contribution to gain in net asset value for the year. There have been a total of 25 investments over the three years. During that time our investment philosophy and methodology has developed which led to the sale of some investments. The case studies below highlight learnings from investment failures Freelancer (FLN), Telstra (TLN), & Blue Sky Alternatives (BLA) as well as highlight a range of our current investments The Trade Desk (TTD), Solar Edge (SEDG), A2 Milk (A2M), and Paycom (PAYC).