Insights

Vale David Swensen – Lessons from a pioneer of Endowment investing

Legendary but perhaps lesser-known investor David Swensen passed away earlier this month. Mr Swensen had been the CIO of the Yale University Endowment since 1985 – so over 35 years
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Why pharma stocks are the new inflation hedge

https://assets.ausbiz.live/assets/972daf77-fa79-4bce-91ee-e09c2da89d49/MP4/vimondio_video_1920x1080_10000.mp4 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
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US dividends may get a boost from Biden tax plan

US shares have rarely been high on an income investor’s wishlist, with average dividend yields for the S&P 500 Index meaningfully trailing the ASX 200 Index and other markets for
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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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Protection finally cheaper just as markets push higher

With markets testing new all-time highs, volatility is finally starting to decline with the VIX Index recently touching post-Covid lows, closing near 16 on Friday. This is good news for
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Wheelhouse Global Equity Income Fund added to BT Wrap and BT Panorama platforms

The flagship fund of Australian-based specialist income manager Wheelhouse Partners, the Wheelhouse Global Equity Fund, is now available to Australian retail investors through the BT Wrap and BT Panorama platforms.
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