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Preferred Level of Investment
Identifying Opportunity, Understanding Risk
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Recent Performance


Capital Solutions


Advisory

  • Equity and debt raising for a food manufacturer and distributor
  • Sale of Westmix – a leading Australian hardware manufacturer and distributor
  • Sale of majority stake in Boost Investment Group
  • Acquisition of five resorts by Delaware North Corporation
  • Capital Raising for a European steel mill

Private Equity

  • Establishment of Winsaf (a JV private equity investment holding company in partnership with Safika Holdings)
  • Hired an experienced Private Equity team with a strong investment track record

Specialised Finance

  • Senior bridge financing for a media and entertainment group
  • Senior bridge financing for a public company takeover
  • Senior bridge financing for an offshore private company expansion


Property


Property

  • $120m+ in total facilities currently in force1
  • $1bn+ in property value financed1
  • Currently settling and exiting approximately one transaction per month


Listed Investments


Global Equity Funds

  • 30%+ outperformance over MSCI World Index since inception (1 October 2005) 2
  • Special Commendation - Australian Centre for Financial Studies Innovation in Funds Management Award 2011
  • For our latest detailed performance measures, please click here

Special Opportunities

  • Profitably exited 19.9% stake in ASX listed Everest Financial Group


1 Current in-force book (net of repayments) as at 30 June 2011.
2 As at 30 June 2011, based on Foundation unit returns in Wingate Global Equity Fund.

© Copyright 2011 Wingate Group
© Copyright 2011 Wingate Group