Whitefield Investments (ASX:WHF, ASX:WHI): Angus Gluskie on Quant Investing, Monthly Franked Income & 100 Years of InvestingHow does a 100-year-old Australian investment manager combine long-term inve
How does a 100-year-old Australian investment manager combine long-term investing principles with modern quantitative strategies? In this episode of the Homodeus Research Podcast, Angus Gluskie, Managing Director of Whitefield Investments, discusses how Whitefield has evolved since its founding in 1923 and how quantitative investment techniques now sit alongside the firm's long-term investment philosophy. Angus explains the strategies behind Whitefield Industrials and Whitefield Income, including portfolio construction, monthly franked dividends, the role of earnings cycles, and why…
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