Category: Investor Updates

January 16, 2023 Texas hedges (noun – A hedged position that increases rather than reduces risk. thefreedictionary.com) For many traditional defensive strategies, 2022 was a challenging year. For bonds in

Dear fellow investor, We are pleased to advise that the Wheelhouse funds will pay the following distributions to investors for the quarter to 31 December 2022. The funds’ unit prices

December 16, 2022 In a tough year, Value sparkled. Particularly relative to its main adversary Growth, Value cleaned up and outperformed by 20%. This makes 2022 one of the best relative

November 17, 2022 Inflation must fall… or markets will (Part III) With US inflation surprising on the downside in October and perhaps signalling we’re past the worst, we have re-run

October 14, 2022 The bear with no bite… why the VIX is not 50 While it may not feel like it, the market drawdown this year has been relatively calm

September 15, 2022 Reading the Recession Tea Leaves When it comes to predicting recessions, there are many ways to read the tea leaves and come to a view on the

August 11, 2022 It’s raining Dividends.. bring a bucket While it might not feel like it this year, the big wet is usually a seasonal occurrence. Dividends too are seasonal,

July 22, 2022 Does a 5% dividend yield make the market a buy? With a roller-coaster start to the year (okay we’ve just seen the down bit), investors may well

June 14, 2022 Inflation must fall… or markets will (Part II) With inflation punching new highs in the US on Friday and topping 8.6% annual growth, we thought it worth

May 13, 2022 Are we there yet? As the market route continues from April into May, we’re often asked whether we feel the bottom is near… only for that question