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Investment Management

Wingate’s mission is to be the best at protecting and growing our clients’ capital over long periods of time. We focus on scalable investment strategies where our philosophy, approach, and expertise can lead to differentiated results. WAML Investment Management has been managing equity and fixed income investments and our unique investment approach is what sets us apart.

Our approach to investing is guided by a set of core principles that are applied across the full breadth of our investment portfolio. Together they amount to a time-tested philosophy that has built lasting client relationships and set us apart from our peers.

Our investment principles:

  • focus on capital preservation
  • value-based approach
  • bottom-up fundamental research
  • long-term perspective
  • discipline and patience

Learn about how we integrate environmental, social and governance (ESG) considerations within our bottom-up investment approach.

Public Equity img Public Equity

Wingate’s public equity strategies seek to generate attractive long-term investment returns over full market cycles with an emphasis on capital preservation.

Fixed Income Fund Fixed Income

We offer taxable, tax-exempt, and inflation-indexed strategies that utilize our unique investment philosophy and valuation methodology that seeks to generate long-term, peer-leading returns.

NOT FDIC INSURED   NO BANK GUARANTEE   MAY LOSE VALUE