Frequently Asked Questions
Answers to the questions we hear most often from investors evaluating Westderby's quantitative approach. If you can't find what you're looking for here, our contact page is the right next step.
How this page is organised
We've grouped the questions below around the topics investors raise most: how the strategy works, how accounts are set up, what fees apply, and how risk is managed. Each answer is intentionally concise — if you need more detail on any point, reach out via our contact page and we'll follow up directly.
Westderby is built for investors who want a disciplined, systematic process rather than discretionary stock-picking. The questions here reflect that philosophy.
Everything you need to know
What exactly does Westderby do?
Westderby runs a systematic, AI-assisted quantitative strategy on behalf of clients. Rather than relying on discretionary calls or market timing, decisions are driven by a defined, rules-based process designed around risk-adjusted outcomes over a long-term horizon.
Who is this service designed for?
We work with UK-based investors who prefer a structured, lower-turnover approach to allocating capital and who are comfortable with a long-term time horizon rather than short-term speculation.
How is the strategy different from active stock-picking?
Our process is rules-based and repeatable. Instead of reacting to news or sentiment, the strategy follows a predefined methodology applied consistently across market conditions, which is intended to reduce the influence of emotional or ad-hoc decision-making.
What level of involvement is required from me?
Onboarding involves an initial setup process where your objectives and risk parameters are established. Day-to-day execution is handled according to the defined strategy, though you retain visibility into how your account is positioned.
How are fees structured?
Fee details are confirmed during onboarding and depend on the scope of the engagement. We don't publish a one-size-fits-all rate here because terms can vary — please get in touch via the contact page for a clear breakdown before you commit to anything.
Is my capital guaranteed or protected from loss?
No. As with any investment strategy, capital is at risk and values can go down as well as up. Past performance of any strategy is not a reliable indicator of future results. We encourage you to consider your own risk tolerance carefully before proceeding.
How is risk managed within the strategy?
Risk management is built into the methodology itself — through position sizing, diversification principles, and predefined rules rather than reactive adjustments. The specifics of the approach are discussed in more detail during onboarding.
Can I set my own risk preferences?
Yes. Risk parameters are discussed and agreed as part of the initial setup so the strategy's application reflects your stated preferences and constraints.
How often is my account reviewed or rebalanced?
Review frequency depends on the strategy's defined rules rather than a fixed calendar schedule. This is covered in detail during onboarding so you understand what to expect.
How do I get started?
Reach out through our contact page to begin an initial conversation. From there, we'll walk you through the onboarding process, including setup requirements and fee structure.
Can I withdraw or close my account?
Terms around withdrawals and account closure are outlined during onboarding and set out in the relevant service agreement. Please speak with us directly for specifics relevant to your situation.
Where can I review your legal terms?
Our Privacy Policy and Terms of Service are available via the footer of this site. If you have questions beyond what's written there, our contact page is the best way to reach us.
Talk to Westderby directly
If your question wasn't covered above, the fastest way to get a clear answer is to reach out directly.
Contact UsCapital at risk. Past strategy performance is not a guarantee of future results.