Return quality
and reliability

OUR VALUES

At Whitefield, we believe that rigour, consistency and efficiency are vital contributors to the delivery of good quality investment returns.

SUSTAINABILITY

Find out more about our approach to sustainability here.

OUR APPROACH

Whitefield utilises a systematic quantitatively based investment framework to harness the large amounts of data available in the modern world.

Our structured processes seek to provide investors with consistency of decision making, robustness of investment returns and careful control of risk.

OUR EXPERIENCE

We have successfully navigated changing economic conditions since we founded Australia’s first listed investment company, Whitefield Industrials Ltd, in 1923. Collectively our current investment personnel and directors bring together many years of experience and a depth of contemporary funds management knowledge.

Investing with Whitefield

WHITEFIELD INDUSTRIALS LTD [ASX:WHF]

A growing stream of franked dividends and long term capital growth

Founded in 1923, Whitefield Industrials is Australia’s longest operating ASX listed investment company. An investment in Whitefield Industrials provides exposure to the benefits of a diversified portfolio of ASX listed industrial (non-resource) shares.

Whitefield Industrials aims to provide holders of its Ordinary Shares (ASX:WHF) with long term capital growth and a stream of fully franked dividends which progressively increase over time.

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WHITEFIELD INCOME LTD [ASX: WHI]

A differentiated way to invest in Australian shares through a systematic, dividend focused strategy.

Whitefield Income invests in a diverse and actively managed portfolio of 70-100 shares primarily from the S&P/ASX300 universe. The company seeks to generate total return by systematically investing in shares over their income recognition and dividend payment periods.

Whitefield Income distributes the majority of its total return as monthly franked dividends.

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INSTITUTIONAL INVESTMENT

Whitefield Capital Management Pty Ltd manages investment capital on behalf of institutional and large wholesale investors through discrete, customised portfolios and funds. Whitefield Capital Management provides investors with the benefits of a deep and experienced team coupled with the efficiency and technical rigour of its proprietary systems.

An investment of $10,000* in Whitefield Industrials in 1970 would now be worth over $3,000,000.
ANGUS GLUSKIE MANAGING DIRECTOR AND CEO

* Based on compound returns to last financial year end inclusive of dividends being reinvested and after the payment of company tax.

An investment of $10,000* in Whitefield Industrials in 1970 would now be worth over $3,000,000.
ANGUS GLUSKIE MANAGING DIRECTOR AND CEO

* Based on compound returns to last financial year end inclusive of dividends being reinvested and after the payment of company tax.

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 administering over $50bn of wholesale investment funds.

EXECUTIVE DIRECTORS

ANGUS GLUSKIE Chairman and Managing Director
Whitefield Industrials Ltd
Whitefield Income Ltd
Whitefield Capital Management Pty LtdBEc, 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 Chairman of the Listed Investment Companies and Trusts Association Ltd and Chief Investment Officer of the Employers Mutual Group.

WILL SEDDON Executive Director
Whitefield Industrials Ltd
Whitefield Income Ltd
Whitefield Capital Management Pty LtdBEc, CFA, CAIA, SAFin

Will has over 20 years’ experience as a wholesale investment manager and analyst, including more than a decade working with Whitefield.
He has significant experience in fundamental analysis, investment strategy and quantitative techniques.

PETER BORKOVEC Executive Director
Whitefield Capital Management Pty Ltd MCom (Funds Management), BBUS

Peter has over 20 years’ experience in wholesale funds management, including more than a decade working with Whitefield.
He has many years experience in fundamental analysis, investment strategy, statistics and quantitative techniques.

INDEPENDENT NON-EXECUTIVE DIRECTORS

JENELLE WEBSTER DirectorWhitefield Industrials Ltd
Whitefield Income LtdB.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. Vincents Private Hospital Sydney. She is currently the acting Director of Finance and Director of Advancement at The Scots College.

MARK BEARDOW DirectorWhitefield Industrials Ltd
Whitefield Income LtdB.Ec, CFA, Graduate Diploma Applied Finance and Investment, Cert Management MGSM

Mark has over 25 years’ experience in investment management and financial markets. He has worked with JPMorgan, UBS and served as Chief Investment Officer Global Equities and Fixed Income for AMP Capital.

LANCE JENKINS DirectorWhitefield Industrials Ltd
Whitefield Income LtdLLB, 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 and was an Executive Director of Waterman Capital. He is a past director of Partners Life, Spicers Financial (an AMP subsidiary) and the MFB Group . He is currently an Executive Director of CCA Capital and a Non-Executive Director of BePure Health Limited.