Whitefield (ASX:WHF, ASX:WHI): 100 Years of Investing, Quant Strategies & Monthly Franked Income

How does a 100-year-old Australian investment manager combine long-term investing principles with modern quantitative strategies? In this Homodeus Research webinar, Whitefield Investments Managing Director Angus Gluskie explains how Whitefield has evolved since its founding in 1923, why it adopted quantitative investment techniques, and how it is using data and AI as tools within its investment process. The discussion covers Whitefield Industrials and Whitefield Income, including portfolio construction, monthly franked dividends, the structural earnings-cycle strategy behind Whitefield Income, compounding, Australian equities versus bonds, and how quantitative investing has evolved over time. TIMESTAMPS 00:00 Introduction 00:57 Whitefield's 100-Year Investment History 02:25 From Traditional Investing to Quantitative Strategies 05:15 How Whitefield Uses AI in Investing 07:31 Whitefield's Two ASX-Listed Investment Companies 08:31 Whitefield Industrials: Strategy & Performance 10:52 Whitefield Income: Monthly Franked Dividends 11:46 How the Whitefield Income Strategy Works 13:27 Comparing Whitefield Industrials & Whitefield Income 16:32 Why the Earnings Cycle Can Create Investment Opportunities 19:01 Investor Q&A 19:09 How Proprietary Is Whitefield's Quant Data? 20:18 Cash Levels & Staying Fully Invested 21:25 Monthly Dividends & the Power of Compounding 22:25 How $10,000 Grew to More Than $3.6 Million 23:15 Whitefield Industrials vs the ASX 200 24:18 Does Quant Investing Reduce Costs? 26:45 Why Investors Are Seeking Equity Income 28:16 Property Tax Changes & Australian Equities 29:12 How Whitefield's Quant Models Have Evolved 32:10 Australian Shares vs Bonds 33:47 Long-Term Investing & Closing Remarks ABOUT HOMODEUS RESEARCH Homodeus Research provides independent investor education through in-depth interviews with ASX-listed companies, fund managers and industry experts, helping investors better understand businesses, investment strategies and long-term opportunities. Enjoyed this interview? Subscribe to Homodeus Research for interviews with ASX-listed executives, fund managers, industry experts and thought leaders across investing, technology, healthcare, mining and emerging growth companies. DISCLAIMER This webinar is provided for educational purposes only and should not be considered financial advice. Always conduct your own research and seek advice from a licensed financial adviser before making investment decisions.