Executive team buys out Wingate Group shareholding, launches Talaria

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The executive team of boutique asset management firm Wingate Asset Management has taken the majority shareholding in the business, acquiring the majority of the equity stake from Wingate Group. The executive team now owns 70 percent of the business, while Wingate Group retains 30 percent. As part of the ownership restructure, Wingate Asset Management will

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Pockets of opportunity exist despite gloomy global outlook

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Global equities markets are likely to deliver nominal or even zero returns over the next five to ten years, but it is still possible to identify good value companies that will deliver solid returns over the same period, said Chad Padowitz, chief investment officer of Wingate Asset Management. “In our view, equity markets are currently

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Wingate Global Equity Fund added to Macquarie Wrap

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The Wingate Global Equity Fund – Wholesale Units has been added to the Macquarie Wrap platform, providing investors with exposure to the growth of global markets while limiting risk. The Fund is managed by boutique international equities manager Wingate Asset Management, an investment firm with over a decade of experience in running global equity portfolios.

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Wingate appoints head of research

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Boutique global equities manager Wingate Asset Management has appointed Hugh Selby-Smith to the newly-created role of head of research. Mr Selby-Smith will be based in Melbourne and report to chief investment officer Chad Padowitz. Mr Selby-Smith was most recently co-portfolio manager at Omni Partners in London, where he was responsible for the firm’s pan-European strategy.

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Wingate Global Equity Funds upgraded to ‘Recommended’ as manager adds to investment team

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Research house Zenith has upgraded the Wingate Global Equity Fund—Wholesale Units (unhedged) and the Wingate Global Equity Fund—Hedged to ‘Recommended’ ratings at its most recent review. The ‘Recommended’ ratings indicate Zenith deems the funds to be strong investments within their respective asset class, typically rating first quartile on most of the following criteria: investment personnel,

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Changing equity markets require changing investment approaches

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Equity markets around the world are nearing the end of a one-off period of abnormal returns, and investors need to start looking for different ways of investing in order to maintain returns, says Chad Padowitz, chief investment officer at international equities manager Wingate Asset Management. “Over the last three or four years, markets have performed

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An uneasy calm requires a measured approach

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As US market volatility, as measured by the VIX index*, touches lows not seen since early 2007, an extraordinary calm has fallen over US markets, says Chad Padowitz, Chief Investment Officer at global equities manager Wingate Asset Management. “The big unsettling dynamic in US markets is volatility. Since late 2011, as markets moved higher, volatility

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New appointment prepares fund manager for next phase of growth

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Boutique international equities manager Wingate Asset Management has appointed Lyndsey Hancock in the newly created role of chief operating officer, as the company focuses on the next phase of its development. Ms Hancock has over 20 years’ experience in the financial services industry and was COO and later CEO of boutique investment manager, 452 Capital,

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Unconventional solution needed to fund longer retirements

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With the investment world getting more and more complex, ‘vanilla’ solutions are unlikely to help investors achieve their aims – particularly those approaching retirement, says Chad Padowitz, chief investment officer at Wingate Asset Management. “Today’s pre-retirees are faced with a reality that is quite different to any operating environment in the last two or three

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Risk and volatility remain in global markets

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Considerable risks still remain in international markets, and investors shouldn’t assume that the recent strong performance will continue, warns Chad Padowitz, chief investment officer at Wingate Asset Management. “At Wingate, we are surprised that the market isn’t pricing the very high level of economic and financial risk around the world into equities valuations,” Mr Padowitz

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