Founded in 2005 as a specialist international equity manager, we take a lower risk approach to investing in high quality companies from around the world.
Upward return potential in global equity markets
Chad Padowitz, Chief Investment Officer, Wingate Asset Management
16 August 2016
Chad Padowitz, Chief Investment Officer at Wingate Asset Management, discusses current global equity markets, performance of their global equity strategy and their views on returns going forwards.
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
Rather than defining risk in terms of share price volatility, we view it as the likelihood of a permanent diminution in capital. By incorporating an assessment of risk at multiple stages of the investment process, we are able to take advantage of long-term investment opportunities during periods of short-term irrational market behaviour.
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.
Wingate Asset Management is a specialist international equity manager employing an innovative, value-oriented investment strategy. We take a high conviction approach, investing in large, high quality companies when they are attractively priced.
Our approach seeks to deliver three distinct benefits to investors:
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.
In 2008, Wingate Asset Management formed a joint venture with Australian Unity Investments. This structure preserves the entrepreneurism, independence and flexibility of a boutique investment house while offering the professionalism, support and resources of a major corporation with a long-term focus.