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Systematic alternative income specialists.
Wheelhouse manages risk-targeted strategies that rely on alternative income as a source of real return and risk management.
Wheelhouse Global
Global absolute return
Seeks regular income
Proven tail risk defense
Absolute return focused
Targets low volatility of <8% pa
Wheelhouse Australian
Australian alpha-seeking
Seeks regular income
Capital growth
Alpha seeking
Targets risk equivalent to Australian equities
At Wheelhouse, we take an alternative path.
How are we different?
Our speciality is targeting consistent and stable risk exposures across a variety of strategies. Through prioritising risk management, we seek to remove ‘surprises’ and deliver consistently superior risk-adjusted returns.
To achieve this, we seek to exploit well established sources of return from both traditional and alternative exposures. Income generation plays an important role is delivering a more certain investment return. Our specialisation in systematic income-generative overlays, which seek to add an alternate source of return (received option premium), assists with both real-return generation and reducing risk.
We recognise that risk tolerance is different for every investor, whether they be in retirement or just starting their working life. Our suite of funds target a range of risk objectives and are designed to suit everyone’s appetite for risk.
Experts at Risk-targeting
What is Risk-Targeting Investing?
A risk-targeted approach to investing as the name suggests targets an explicit level of risk. The main aim is to control the level of risk investors are exposed to over the long term. As such, the fund will be constructed with the goal of delivering maximum level of returns for the specific level of risk-targeted.
The manager will adjust the fund’s profile in a bid to ensure that the level of risk, or volatility, it’s exposed to remains within its set target range. Investors will know the fund will always remain within a guideline risk range – the fund can’t take on more or less risk to the portfolio.
Trusted and Experienced
Our Team
Alastair MacLeod
Managing Director & Portfolio Manager
Sam Jacob
Chief Information Officer
Andrew MacLeod
Trader/Analysis
Tony Hammond
COO Consultant
Wayne McGauley
Head of Distribution
Stay ahead of the curve
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