Bringing decades of international investing experience to deliver stable income and capital protection
The Wheelhouse Partners Story
About Us
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. Please view the announcement.
Trusted and Experienced
Our Team
Methodology
Wheelhouse Partners’ objective is to deliver consistent income-based real returns of 7-8% per annum, while only assuming around half the market risk. Through prudent use of options, we convert ‘hoped for’ equity growth, which is unpredictable, into more certain income streams. This increases the predictability, and therefore the dependability, of equity returns.
As such, the Wheelhouse Global Equity Income Fund is a risk-minimisation strategy, or a goals-based strategy, which stands in contrast to most strategies which are return-maximising but assume full market risk.
The value of the Global strategy has been demonstrated in a far more consistent and dependable return, which can be better aligned with investor expenses and obligations.
High yield for minimal risk, or as we like to say, income and protection… that’s all we do.
