Westbourne Asset Management is an Australian investment firm focused on absolute return strategies in equities.
A Disciplined Approach to Absolute Returns
Westbourne Asset Management provides investors access to the Westbourne Absolute Return Fund.
The Fund uses a flexible long and short approach across Australian equities, combining technical and quantitative screening with fundamental analysis, market psychology and disciplined risk management.
Our focus is simple: identify opportunities, understand the risk and actively manage capital across changing market conditions.
About
Experienced Leadership. Proven Insight.
Westbourne Asset Management was founded by Charlie Burgess, a seasoned capital markets professional with nearly 20 years of global investment experience. Charlie began his career at Citi in London, progressing from equity research into proprietary trading and fund management. There, he actively managed over $200 million across asset classes and regions, eventually becoming Director and Head of the Resources Pod for equities and derivatives.
Upon returning to Australia, Charlie established Westbourne to bring institutional-grade investment strategies to local markets. Our philosophy is grounded in robust technical analysis, followed by rigorous fundamental and psychological assessments — a multi-layered approach shaped by trading through market crises such as the GFC and European debt crisis.
Investments
Westbourne Absolute Return Fund is an Australian long/short equity strategy focused on generating attractive risk-adjusted returns across changing market conditions.
The Fund invests predominantly in ASX-listed equities and has the flexibility to be long, short, active or hedged. Our approach combines technical analysis, fundamental research and disciplined risk management.
Key features:
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Target attractive positive returns over the medium to long term, regardless of broader market direction, while maintaining disciplined risk management.
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Technical and quantitative screening identifies opportunities. Fundamental analysis and market psychology determine conviction. Every position is sized and risk-managed before capital is deployed.
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Long and short exposure is actively adjusted based on market conditions. Position sizing, stop losses, liquidity and portfolio hedging are central to capital preservation.
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The Fund has the flexibility to profit from both rising and falling markets through long positions, short selling and tactical hedging.
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Available to wholesale investors seeking an actively managed Australian equity strategy with a flexible long/short mandate.Suitable for wholesale investors with medium-to-long term objectives
Every investment decision is made through Westbourne's disciplined investment process, with portfolio construction and risk management remaining central to every position.
Insights
Market Commentary & Fund Updates
Follow Westbourne’s latest views on markets, portfolio positioning and the themes shaping our investment decisions.
Monthly Fund Updates provide a concise review of performance, positioning and what we’re currently watching.
LATEST UPDATE
July 2026
Westbourne Absolute Return Fund +6.6% | All Ordinaries +1.7%