Chad has worked as an equities and derivatives analyst at HSBC Bank in London and spent time as an equities research analyst at First National Bank in South Africa. In 1998 Chad co-founded Aurica Financial Services, an asset management business which became a top 300 unlisted company in South Africa. In 2002 Chad joined AXA in Australia as an equities and fixed interest investment specialist.
Chad is one of the founders of Wingate Asset Management.
B.Comm, B.Ec, CFA, Grad. Dip. Applied Finance and Investment, Fellow of the Financial Services Institute of Australia
Joel has worked in a variety of roles at Merrill Lynch including equities research, asset management and investment banking in both Melbourne and New York. Joel spent three years in the firm’s mergers and acquisitions division prior to joining Wingate in 2004.
Joel is one of the founders of Wingate Asset Management.
Jamie has held a range of senior roles in the global asset management sector. He spent the early part of his career at Morgan Stanley followed by Goldman Sachs. Subsequently, Jamie spent four years at Deephaven Capital Management, a US based multi-strategy hedge fund, and most recently was a founder and Partner at Tyrus Capital, a Europe based multi-billion dollar investment firm managing global equities funds.
Jamie joined Wingate Asset Management in 2016 as Chief Executive Officer.
Thomas joined Wingate Asset Management in 2015 as a senior investment analyst, responsible for equity research and risk analysis. He has more than 15 years’ experience in the financial services industry with firms including JB Were, Alliance Bernstein, UCA Funds and Austock in Australia, and Barclays in London. At Barclays, he was responsible for managing portfolios on behalf of individuals, pension and sovereign wealth funds, and charities.
Stuart Morgan joined Wingate in 2008 having worked as a lecturer at the School of Mathematics & Physics, University of Tasmania, for four years. Stuart authored the paper "Performance Attribution of Options" published in the Journal of Portfolio Management which examines the analysis of stock options in Brinson-Fachler attribution analyses including a novel approach developed at Wingate Asset Management.
Hugh Selby-Smith joined Wingate Asset Management in 2016 as Head of Research. Hugh has over 17 years equity market experience spanning portfolio management and equity research roles focused on US and European equities. Prior to Wingate, Hugh was co-portfolio manager at Omni Partners in London, responsible for the firm’s Pan-European strategy. He has also worked with TT International, Goldman Sachs, Dresdner Kleinwort and ING Barings.