Experience, efficiency, innovation, reliability & integrity

Whitefield 100 years of experience

Whitefield has helped investors generate income and accumulate wealth for over 100 years.

Whitefield’s first investment fund was launched in 1923 and continues to operate today. The group today oversees more than $1.5bn of investments.

Our process combines the deep experience of our personnel with a disciplined, quantitative investment framework that makes sense of the large volumes of information available in investment markets to form clear, repeatable investment decisions. 

High-quality returns require good decisions to be made consistently, and our strategies are designed to emphasise this important quality.

Investment Strategies

Whitefield offers a range of investment strategies designed to meet differing investor objectives, from long-term capital growth to regular income. Each strategy is grounded on a disciplined, systematic investment approach focused on fundamental stock qualities of resilience, earnings strength and value.

Whitefield Income holds a diversified portfolio of ASX-listed shares that is actively managed to generate a high level of dividend income which is distributed to investors as monthly franked dividends.

The strategy utilises Whitefield’s quantitative assessment framework to systematically invest in companies over the statistically faster periods of return generation that occur late in their income earning and dividend payment cycles. Whitefield Income Ltd is an ASX-listed investment company.  ASX ticker code: WHI

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Gross assets
$363m
GROSS ANNUAL DIVIDEND YIELD INCLUDING FRANKING
SHARE PRICE

Our Team

Whitefield’s operating structure seeks to provide depth of management and resources across front office, back office and administration teams.

Our structure is characterised by:

  • An experienced, stable and longstanding investment team.
  • Internal and external teams managing mid-office operations and providing underlying office and systems infrastructure. 
  • An independent back office specialising in domestic and global asset administration. 

Executive Directors

Angus Gluskie

Angus Gluskie

Chairman and Managing Director

  • Whitefield Industrials Ltd
  • Whitefield Income Ltd
  • Whitefield Capital Management Pty Ltd

BEc, Grad Dip in App Fin and Invest, CA, FFin

Angus has over 35 years’ experience in the investment management and financial services fields. He has qualifications in investment management, economics and chartered accountancy. He has worked with Whitefield and associated entities since 1987. He is Co-Founder and Chairman of Listed Association and Chief Investment Officer of the Employers Mutual Group.

Will Seddon

Will Seddon

Executive Director

  • Whitefield Industrials Ltd
  • Whitefield Income Ltd
  • Whitefield Capital Management Pty Ltd

BEc, CFA, CAIA, SAFin

Will has worked in the wholesale investment management industry for over two decades. He has significant experience in quantitative and qualitative investment analysis, strategy and systems. He has worked with Whitefield since 2006 with a particular focus on listed Australian equities and income oriented strategies. 

Peter Borkovec

Peter Borkovec

Executive Director

  • Whitefield Capital Management Pty Ltd

MCom (Funds Management), BBUS

Peter has worked in the wholesale investment management industry for over 25 years. He has significant experience in quantitative and qualitative investment analysis, strategy and systems. He has worked with Whitefield since 2007, playing a central role in the design and implementation of the firm’s proprietary investment framework. 

Independent Non-Executive Directors

Jenelle Webster

Jenelle Webster

Director

  • Whitefield Industrials Ltd
  • Whitefield Income Ltd

B.Com, CA, Registered Company Auditor, IIAA, GIAA

Jenelle has over 20 years’ experience in audit, accounting and financial services. She has worked with Price Waterhouse Coopers, Moore Stephens Australia and Ernst & Young and was previously the Chief Financial Officer of St. Vincent’s Private Hospital Sydney. Jenelle is currently the Director of Finance and Administration at The Scots College and is a Non-Executive Director of Cadence Capital Ltd and EVT Limited.

Mark Beardow

Mark Beardow

Director

  • Whitefield Industrials Ltd
  • Whitefield Income Ltd

BEc, CFA, Grad Dip in App Fin and Invest, Cert Management MGSM, GAICD

Mark has over 25 years’ experience in investment management and financial markets. He has worked with JP Morgan and UBS, he served as Chief Investment Officer Global Equities and Fixed Income for AMP Capital and as Principal of Darling Macro Fund. He is currently CIO, Insurance and Care NSW.

Lance Jenkins

Lance Jenkins

Director

  • Whitefield Industrials Ltd
  • Whitefield Income Ltd

LLB, BCA (Vic), MBA (New York)

Lance has over 25 years of financial markets experience. He has held senior roles with Goldman Sachs JBWere in New York, was CEO and Managing Director of Goldman Sachs JBWere New Zealand; Head of Cash Equities at the Commonwealth Bank of Australia in Sydney and was an Executive Director of Waterman Capital. He is currently an Executive Director of CCA Capital and a Non-Executive Director of BePure Health Limited and Investment Services Group Limited.