Income investing for the long run.
That’s all we do.
Targets Income and protection
7-8% income yield
Proven tail risk defense
Absolute return focused
Targets 7-8% income from Global equities, while only assuming half the market risk.
Targets Income and growth
7-8% income yield
Capital growth
Alpha seeking
Targets 7-8% income from Australian equities (including franking), in addition to relative outperformance
Income philosophy
At Wheelhouse, we hate surprises.
We believe income offers a more certain return profile, and thus a higher quality source of investment return. Consistent income returns remove the reliance on shares always having to go up.
We have consistently achieved this through specialising in systematic income-generative overlays, which seek to add an alternate source of yield (received option premium) to equity portfolios.
We also recognise that risk tolerance is different for every investor, whether they be in retirement or just starting their working life. Our funds are designed to suit everyone who also values the importance of regular, reliable income generation in the creation and maintenance of wealth.
An Experienced Team
Who we are
Established in partnership in March 2017, the team comprises three experienced investors (L-R), Principals: Andrew MacLeod (Trader/Analyst), Alastair MacLeod (Managing Director and Portfolio Manager) and Sam Jacob (Chief Information Officer).
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