At Whitefield, we believe that rigour, consistency and efficiency are vital contributors to the delivery of good quality investment returns.
Whitefield utilises a quantitative investment infrastructure to systematically assess and contrast the investment and financial characteristics of ASX listed entities, in order to create a highly diversified portfolio capable of generating quality and reliability of return.
As Australia’s oldest listed investment company, Whitefield Ltd has successfully navigated changing economic conditions over many decades. While we learn from history we also look to the future. Collectively our current investment personnel and directors bring together many years of experience with Whitefield and a depth of contemporary funds management knowledge.
An investment of $10,000 in Whitefield Ltd in 1970 would have been worth more than $2,700,000* at our last year end.
ANGUS GLUSKIE MANAGING DIRECTOR
*After the payment or provision of company tax and assuming the reinvestment of dividends.
EXECUTIVE INVESTMENT TEAM
ANGUS GLUSKIE Chairman & Managing Director BEc, Graduate Diploma in Applied Finance & Investment, CA, FFin
WILL SEDDON Investment Executive & Director BEc, CFA, CAIA, SAFin
PETER BORKOVEC Investment Executive MCom (Funds Management), BBUS
STUART MADELEY Investment Executive & Company Secretary BA(hons) Pure Maths, MBA
INDEPENDENT NON-EXECUTIVE DIRECTORS
JENELLE WEBSTER Director B.Com, CA, Registered Company Auditor, IIAA, GIAA
MARK BEARDOW Director B.Ec, CFA, Graduate Diploma Applied Finance and Investment, Cert Management MGSM
LANCE JENKINS Director LLB, BCA (Vic), MBA (New York)
Whitefield Ltd invests in a diversified portfolio of ASX listed Industrial (non-resource) shares. An investment in WHF Ordinary shares provides an investor with a stream of fully franked dividends as well as the potential to benefit from growth in the underlying value of the investment portfolio over time.