Formed in November 2017 to generate absolute returns by capitalizing on dislocated
opportunities through targeted investment vehicles

Waterwheel believes that dislocated investment themes are best identified by objective outsiders with cross asset expertise
Identifying
Compelling
Dislocated Themes
Compelling
Dislocated Themes
Consistent
Disciplined
Investment Process
Disciplined
Investment Process
Culture of
Transparency
Transparency
Multi-faceted
oppurtunities
needing cross-asset
expertise
oppurtunities
needing cross-asset
expertise