Companies with established products, proven track records and customer loyalty provide superior long-term returns with less investment risk. We avoid paying for blue sky as it is typically overpriced and can usually be purchased for free within high quality companies.
Our investment process enhances the certainty of return and creates a buffer against losses. We seek long-term outperformance by capturing the majority of the market’s strength while insulating investors from periods of market weakness.
Rather than defining risk in terms of share price volatility, we view it as the likelihood of a permanent diminution in capital. By incorporating an assessment of risk at multiple stages of the investment process, we are able to take advantage of long-term investment opportunities during periods of short-term irrational market behaviour.
While earnings are a barometer of a company’s operational performance, valuation ultimately determines investment performance. Using multiple valuation approaches reduces reliance on any single assumption and provides a reasonableness check when assessing the merits of a potential investment.
B.Comm, Chartered Financial Analyst, Fellow of the Financial Services Institute of Australia
Chad is one of the founders of Wingate Asset Management and has more than 18 years’ experience in the financial services industry, in the UK, South Africa and Australia.
His experience includes working as an analyst in the treasury department at HSBC Bank in London, in derivative reporting and analysis, and as an equities research analyst at First National Bank in South Africa.
In 1998 Chad co-founded Aurica Financial Services in South Africa, a private client asset management company. In 2001, this was sold to Anglorand and Chad moved to Melbourne where he joined AXA Asia Pacific in 2003 in the role of investment specialist in equities and fixed income.
Jamie has held a range of senior roles in the global asset management sector. He spent the early part of his career at Morgan Stanley followed by Goldman Sachs. Subsequently, Jamie spent four years at Deephaven Capital Management, a US based multi-strategy hedge fund, and most recently was a founder and Partner at Tyrus Capital, a Europe based multi-billion dollar investment firm managing global equities funds.
Jamie joined Wingate Asset Management in 2016 as Chief Executive Officer.
B.Comm, B.Ec, Chartered Financial Analyst, Grad. Dip. Applied Finance and Investment, Fellow of the Financial Services Institute of Australia
Joel is one of the founders of Wingate Asset Management and has over 16 years’ experience in global investment markets. His role at Wingate includes portfolio management, equity research and risk analysis. Prior to Wingate, Joel was an investment banker at Merrill Lynch focused on corporate mergers and acquisitions, global equities valuation, and transaction related capital structuring. He has significant equity and capital markets, corporate finance, and private equity experience in both the public and private markets.
Hugh Selby-Smith joined Wingate Asset Management in 2016 as Head of Research. Hugh has over 17 years equity market experience spanning portfolio management and equity research roles focused on US and European equities. Prior to Wingate, Hugh was co-portfolio manager at Omni Partners in London, responsible for the firm’s Pan-European strategy. He has also worked with TT International, Goldman Sachs, Dresdner Kleinwort and ING Barings.
B.Bus, IMC (UK), CFA
Thomas joined Wingate Asset Management in 2015 as a senior investment analyst, responsible for equity research and risk analysis. He has more than 15 years’ experience in the financial services industry with firms including JB Were, Alliance Bernstein, UCA Funds and Austock in Australia, and Barclays in London. At Barclays, he was responsible for managing portfolios on behalf of individuals, pension and sovereign wealth funds, and charities.