Global experience, local focus.
The Wheelhouse Partners Story
Wheelhouse Partners is a specialised investment manager with a dedicated focus on generating stable, reliable income, in addition to protecting, preserving and growing our investor’s capital base.
Our core expertise, or ‘wheelhouse’, is the delivery of systematic derivative based solutions that are designed to meet specific client objectives.
Established in 2017, the team comprises three experienced investors with over 60 cumulative years of international experience in equity markets. The team comprises Principals, Alastair MacLeod (Managing Director & Portfolio Manager), Sam Jacob (Chief Information Officer) and Andrew MacLeod (Trader/ Implementation strategy).
The Wheelhouse Global Equity Income Fund was launched to sophisticated and wholesale investors in May 2017.
In August 2020, Wheelhouse Partners completed their transition to an independent fund manager, after a successful three-year partnership with Bennelong Funds Management.
The Wheelhouse Australian Enhanced Income Fund was launched to sophisticated and wholesale investors in February 2021.
We rely on broad market indices to gain equity exposure for our Global and Australian strategies and perform no fundamental stock research internally. Or specialist expertise is derivative overlays and not stock selection.
The Wheelhouse Global Equity Income Fund is based upon the Morningstar®1 Developed Markets ex Australia Wide Moat Focus Index ™, which is in turn drawn from a universe of approximately 1,400 stocks that are actively researched by Morningstar’s global equity analyst team. Morningstar employs over 100 equity analysts globally that apply the same consistent economic moat investment philosophy in their research and valuation activities.
Furthermore, all stocks that appear in the index are required to be rated ‘Wide Moat’, as defined by Morningstar.
The Wheelhouse Australian Enhanced Income Fund is based upon the S&P/ASX 200 Index with physical holdings replicating the Index individual position weightings.