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.

HCS Blue Oceans MDA Wholesale Fund – Performance
HCS Blue Oceans MDA Retail Fund – Performance

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).

Investment Research Case Studies

The following case studies provide an overview of some stocks currently held in the HSC Blue Oceans MDA and also feature three investment failures and the lessons learned from those investments.  

Current Investments
The Trade Desk (TTD) – Programmatic advertising pdf download
Solar Edge (SEDG) – Renewable energy pdf download
A2 Milk (A2M) – Easily digested milk pdf download
Paycom (PAYC) – Efficient human resource management pdf download

Investment Failures
Freelancer 2013 – 2017 (FLN) – Global outsourcing platform pdf download
Telstra 2014 – 2016 (TLS) – Australia’s largest telco pdf download
Blue Sky Alternatives 2017 – 2018 (BLA) – Alternative investment fund pdf download

NEXT: How does Blue Oceans think about investing philosophy?