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Category: Investor Updates

Debt Ceiling Denial – are investors forgetting 2011?

Are equities forgetting 2011?
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Investor Update for March 2023

What's worse than Recession?
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Investor Update for February 2023

Balance sheets matter
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Investor update for January 2023

The dogs are running
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Investor update for December 2022

Texas hedges
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Wheelhouse December 2022 Distributions

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
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Investor Update for November 2022

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
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Investor Update for October 2022

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
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Investor Update for September 2022

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
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Investor Update for August 2022

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
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