Wingate Asset Management

We invest in quality and certainty

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.

Income is a powerful source of return

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.

A risk-focused investment mindset

Valuation is of paramount importance

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.