Risk targeting specialists
Navigating markets with a risk first approach
At Wheelhouse we take a different approach
Our core expertise, or wheelhouse, is the delivery of risk targeted investment strategies where the risk objective always comes first. The goal is to achieve a more consistent and predictable return profile, or as we like to say, “No surprises”.
The approach recognises that different investors have varying risk tolerances and preferences. Some investors are more risk averse and prioritise capital preservation, while others are more willing to accept more risk in the pursuit of higher returns.
We target proven and repeatable sources of risk premia, from both traditional and alternative markets, in order to ‘reshape’ and maximise returns around a central risk objective.
Meet our team
Established in 2017, our team of dedicated and passionate investors has over 100 cumulative years of international experience in equity and derivative markets.
We stick to our wheelhouse, staying disciplined and focused on where our skills and experience lie.
We believe that our culture of collaboration and innovation allows us to stay ahead of the curve and provide our clients with the best possible investment solutions.
Learn more about our funds
Wheelhouse Global
Diversified global alternative strategy with an absolute return objective
Targeted risk: 8% volatility or less
Targets ~8%+ returns
Absolute return focused
Seeks regular income
Diversified protection
Wheelhouse Australian
Australian income strategy designed to outperform and capture twice the fully franked dividends of the S&P/ASX200 Index.
Targeted risk: full market exposure (similar to S&P/ASX200 Index)
Targets Benchmark outperformance
Focused on after-tax returns
Seeks regular income
No style bias