Disclaimer

By selecting this link,  you are leaving Wingate internet website.  This link is provided for informational purposes only.  Wingate is not responsible for the content within this linked site and no endorsement of their content is implied.

If you are leaving to view a video on a third-party website, the views expressed in the video are as of the date in the broadcast.  The positions expressed in this material are those of the author and may or may not be consistent with the views of Wingate and its subsidiaries and affiliates ("WAML"), and are intended for informational purposes only.  Information contained herein is based upon various sources believed to be reliable and are subject to change without notice.  Furthermore, these positions are not intended to predict or guarantee the future performance of any currencies or markets.  This material should not be construed as research, or as as investment, legal or tax advice, nor should it be considered information sufficient upon which to base and investment decision.  WAML is not affiliated with the third-party site.

Continue
Client Icon
Menu Icon Menu
Menu

Public Equity

Wingate ("WAML") Investment Management employs what we view as a low-risk approach to equity investing guided by consistent, objective, and rational decision-making. We rigorously apply a comprehensive set of investment criteria to our portfolio that aims to generate attractive risk-adjusted results for our clients over the long term.

Our key guiding principles:

  • Invest in established, cash-generative businesses that are leading providers of essential products and services.
  • Require that investments be purchased at a discount to our estimate of intrinsic value* (e.g., a margin of safety** in the stock price) at the time of purchase.
  • Invest in a limited number of companies to minimize the impact of unforeseen company-specific issues, and invest only in companies that meet demanding business and valuation criteria.
  • Think like owners and operators by holding stakes in businesses over many years in order to compound wealth and reduce transaction costs.

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

U.S. Large-Cap Equity

Domestic large-cap equity strategy that aims to invest in established, cash-generative businesses primarily in North America

Global Equity

Global equity strategy that aims to invest in leading providers of essential products and services that are domiciled in North America and internationally

U.S. Small & Mid-Cap Equity

Small & mid-cap equity strategy that aims to invest in a select number of out-of-favor or under-followed companies

* WAML's estimate of the present value of the cash that a business can generate and distribute to shareholders over its remaining life.
* *A margin of safety exists when we believe there is a significant discount to intrinsic value at the time of purchase- we aim to purchase at 75% of our estimate to intrinsic value or less.

NOT FDIC INSURED   NO BANK GUARANTEE   MAY LOSE VALUE