Wingate Global Equity Fund

We don’t follow the crowd. We think a little differently.

We take a high conviction approach to invest in large, high quality companies when they are attractively priced. This results in a concentrated portfolio of 25 to 40 stocks.

Our investment process involves the use of derivatives (but no leverage) to deliver three distinct benefits to investors – reducing risk; generating income; and, in combination with the shares investors own, delivering a more consistent return profile.

We offer unhedged and hedged versions of our strategy with a choice of fee options.

 

 

Global Equity Fund

The Wingate Global Equity Fund is a large cap, international equities fund. Consistent with our investment approach, this fund is differentiated by:

• A diversified approach to international investing;

• International equity exposure with reduced downside risk;

• A smoother return profile;

• Quarterly income distribution.

WHOLESALE FUND DETAILS

Global Equity Fund – Hedged

 

The Hedged Fund reduces exposure to international currency volatility by investing into the Wingate Global Equity Fund – Wholesale Units and hedging the underlying foreign currency exposures back into Australian dollars.

HEDGED FUND DETAILS

Led by Chad Padowitz, Chief Investment Officer, our investment team’s experience spans multiple geographies and industrial sectors. Importantly, all members of the investment team invest in our funds – ensuring an alignment of interest with our investors.

Wingate Asset Management Investment Team

Chad Padowitz

Chief Investment Officer, Asset Management

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 Mead

Chief Executive Officer, Asset Management

MEng (Hons)

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.

Joel Beebe

Portfolio Manager, Asset Management

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

Head of Research, Asset Management

BCom, BLitt

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.

Thomas Hodson

Senior Investment Analyst, Asset Management

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.

Important Information