Category: Investor Updates

Playing catchup

Are equities forgetting 2011?

What's worse than Recession?

Balance sheets matter

The dogs are running

Texas hedges

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