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Investor Update for February 2023

March 14, 2023 Balance sheets matter The collapse of specialised US lender Silicon Valley Bank (SVB) last week has exploded onto newswires in recent days. Banks remain one of the
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Investor update for January 2023

February 17, 2023 The dogs are running For contrarian investors who stepped up to buy last year’s losers, the dogs of 2022 have made a great start to 2023. The
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Wheelhouse Partners investor update for December 2022

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