Discretionary portfolio management – with a difference
About Us
Wellspring Capital is a boutique discretionary management service – with a portfolio positioned for high performance. It identifies undervalued companies whose share price does not properly reflect the true value of the business. This approach has historically delivered returns well above inflation
Our clients
We work with successful motivated individuals to help them achieve their investment and wealth management objectives.
Whether you’re building capital for your family, retirement or other life goals, we can help you with our high conviction and disciplined investment style.
How we work
Wellspring Capital manages an investment portfolio of between 10 and 15 international stocks.
These are high quality companies, essential to the national, regional, or global economy but whose fundamental qualities are underappreciated – and undervalued – by the market.
We are motivated and incentivised to succeed. We charge a minimal base fee and the rest is performance fees we generate for clients – and not on the amount of capital clients allocate. The portfolio manager is also a co-investor in the strategy.
Who we are
The principal – and lead portfolio manager – at Wellspring Capital is Avrohom Neumann.
Brought up in a family enjoying long-term success in real estate investment, Avrohom instead turned to the stock market.
From reading the Financial Times at school to managing his first portfolio at just 18, he has built Wellspring Capital into a nationwide wealth management boutique.
Its success is based on a portfolio that, since inception in 2014, has delivered double digit returns on an annualised basis.