Westbridge.
Strategies

Five specialised strategies. One disciplined process.

Each strategy is managed by a dedicated team with deep sector expertise and rigorous risk oversight, sharing a single research pool and a single risk framework.

Performance Performance data shown are historical and net of fees unless otherwise noted. Past performance is not indicative of future results.
Long-only public equities

Global Equity

Concentrated long-only portfolio of 40-60 high-quality global businesses with durable competitive advantages, underwritten on 5-year hold assumption.

$4.2B
Fund AUM
MetricValue
Asset classLong-only public equities
Target volatility10-12%
BenchmarkMSCI ACWI (USD, net)
Minimum investment$5M
Lock-up1 year soft
Redemption windowsMonthly (30-day notice)
1Y net / gross+18.4% / +19.9%
3Y ann. net / gross+14.2% / +15.6%
5Y ann. net / gross+15.7% / +17.1%
ITD ann. net / gross+16.4% / +17.9%
Max drawdown-14.2%
Sharpe (5Y)1.12
Sortino (5Y)1.64
Global Equity (net) MSCI ACWI (USD, net)
Equity long/short

US Equity L/S

Fundamental US equity long/short, market-neutral to net-30% biased, targeting alpha through sector-specialist analyst pods.

$2.8B
Fund AUM
MetricValue
Asset classEquity long/short
Target volatility6-8%
BenchmarkHFRI Equity L/S (net)
Minimum investment$5M
Lock-up1 year soft
Redemption windowsQuarterly (60-day notice)
1Y net / gross+12.1% / +13.3%
3Y ann. net / gross+10.8% / +11.9%
5Y ann. net / gross+11.4% / +12.6%
ITD ann. net / gross+11.2% / +12.4%
Max drawdown-8.4%
Sharpe (5Y)1.42
Sortino (5Y)2.05
US Equity L/S (net) HFRI Equity L/S (net)
Long-only EM equities

Emerging Markets Equity

Long-only quality-biased emerging markets equities. Bottom-up stock selection with a top-down macro and currency overlay across Asia, LatAm and EMEA.

$1.6B
Fund AUM
MetricValue
Asset classLong-only EM equities
Target volatility12-14%
BenchmarkMSCI EM (USD, net)
Minimum investment$5M
Lock-up1 year soft
Redemption windowsMonthly (30-day notice)
1Y net / gross+9.8% / +11.4%
3Y ann. net / gross+7.3% / +8.6%
5Y ann. net / gross+10.1% / +11.5%
ITD ann. net / gross+9.6% / +11.0%
Max drawdown-17.8%
Sharpe (5Y)0.81
Sortino (5Y)1.18
Emerging Markets Equity (net) MSCI EM (USD, net)
Direct lending

Private Credit

Senior-secured direct lending to sponsor-backed middle-market companies in North America. Strong covenant packages, first-lien position, disciplined underwriting.

$2.4B
Fund AUM
MetricValue
Asset classDirect lending
Target volatilityN/A (illiquid)
BenchmarkCliffwater Direct Lending Index
Minimum investment$10M
Lock-up5 years hard (drawdown vehicle)
Redemption windowsN/A (closed-end)
1Y net / gross+10.9% / +12.4%
3Y ann. net / gross+10.4% / +11.8%
5Y ann. net / gross+10.6% / +12.0%
ITD ann. net / gross+10.8% / +12.2%
Max drawdown-3.1%
Sharpe (5Y)1.58
Sortino (5Y)2.42
Private Credit (net) Cliffwater Direct Lending Index
Infrastructure & real estate

Real Assets

Contracted infrastructure and real estate assets with inflation-linked cash flows. Focus on regulated utilities, digital infrastructure and core-plus real estate.

$1.5B
Fund AUM
MetricValue
Asset classInfrastructure & real estate
Target volatility8-10%
BenchmarkMSCI ACWI Infrastructure
Minimum investment$10M
Lock-up8 years hard
Redemption windowsN/A (closed-end)
1Y net / gross+12.4% / +13.9%
3Y ann. net / gross+12.9% / +14.3%
5Y ann. net / gross+13.2% / +14.7%
ITD ann. net / gross+13.4% / +14.9%
Max drawdown-9.6%
Sharpe (5Y)1.24
Sortino (5Y)1.81
Real Assets (net) MSCI ACWI Infrastructure
Institutional materials

Request a strategy factsheet or DDQ.

Detailed performance attribution, positioning, and due-diligence documentation available upon verification.

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