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Category: In the News

Buy Hold Sell: 3 dividend traps (and 2 you can trust)

Everyone loves a bargain. It’s why Boxing Day sales are such a riot, or why my car salesman father tries to haggle nearly everything he buys. But as in life,
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3 stocks to fight the portfolio scaries (and the mistakes that have haunted fund managers in 2022)

Just a few short years ago, this anonymous writer couldn’t bear to watch scary movies. Now, I can’t get enough of them. I think that’s because, when it comes down
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Buy Hold Sell: 5 of the highest-yielding stocks on the ASX

On Wednesday, the Australian Bureau of Statistics announced that inflation had surged 1.8% higher in the third quarter, taking the headline inflation rate for the past 12 months to an
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Wheelhouse Partners Appoints Head of Distribution

Brisbane, 30 September 2022 Australian specialist income manager Wheelhouse Partners (Wheelhouse) has announced the appointment of Wayne McGauley as Head of Distribution. In the newly created role, Wayne will be responsible
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Zenith initiates on Wheelhouse Australian Enhanced Income Fund with ‘Recommended’ rating

Research house Zenith has issued a ‘Recommended’ rating on the Wheelhouse Australian Enhanced Income Fund after only 12 months of Fund performance. The strategy is designed to generate outperformance versus
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Why pharma stocks are the new inflation hedge

Alastair Macleod from Wheelhouse Partners has been looking at this inflation story for a long time. He says it’s transitory – for now – but says the old hedges of gold aren’t what they used to be.
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Lonsec upgrades Wheelhouse Global to ‘Recommended’

Research house Lonsec has upgraded their rating of the Wheelhouse Global Equity Income Fund to ‘Recommended’. Wheelhouse’s Global equity strategy aims to deliver a 7-8% annual income return, plus some
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Did the Value train just leave the station?

Financial news channel Ausbiz interviews Alastair MacLeod on the outlook for growth vs value stocks, in light of the COVID bounce this week.
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Zenith initiates coverage of Wheelhouse Global with ‘Recommended’ rating

Research house Zenith has awarded a ‘Recommended’ rating to the Wheelhouse Global Equity Income Fund managed by Australian-based specialist income manager Wheelhouse Partners. The fund’s global equity strategy aims to
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Why gold is the ‘canary in the coal mine’ for this fund manager

On 17 August, Wheelhouse Partners featured in the Australian Financial Review as a Monday Fundie story by reporter Luke Housego. Read full article here A capital injection from hedge fund
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