Westbourne Asset Management is an Australian investment firm focused on absolute return strategies in equities.
A Disciplined Approach to Absolute Returns
Welcome to Westbourne Asset Management, where deep market expertise meets disciplined execution. We are proud to offer investors access to the Westbourne Absolute Return Fund — a strategy designed to generate consistent returns across varying market conditions. With a flexible long/short approach and a focus on Australian equities, we target annualised returns of 10–20% over the medium to long term, without excessive risk.
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.
Philanthropy
1.25%
Total Donations
Investing with Purpose
At Westbourne, we believe performance and purpose can go hand in hand. As part of our ongoing commitment to giving back, we donate a minimum of 1.25% of funds under management annually to our charity partners.
This contribution comes from Westbourne Asset Management and its partners — not from investor capital — ensuring our philanthropic efforts remain aligned with our values and independent of client returns.
Investments
The Westbourne Absolute Return Fund is built for investors seeking strong, risk-adjusted returns over a three to five-year investment horizon. The Fund employs a long/short strategy focused predominantly on Australian-listed equities, allowing us to take advantage of both rising and falling markets.
Key features:
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10–20% annualised over the medium to long term
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Technical-led ideas, refined by deep fundamental and behavioural analysis
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Tight controls based on institutional trading experience
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Used strategically to generate alpha and manage downside risk
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Suitable for wholesale investors with medium-to-long term objectives
Investment decisions are made exclusively by Charlie Burgess, ensuring consistency, accountability, and alignment with investor goals.
Insights
Market Commentary & Fund Updates
Stay informed with Westbourne’s latest perspectives on markets, sectors, and macro trends. Our insights provide a window into how we view risk, opportunity, and market psychology — the very forces that drive our investment decisions.