Links of Interest
Why Invest in a
Technology Performance Fund
View Wingate Technology
Download the Fund
Profile of the Wingate
Investment Management Team
Wingate, as the Investment Manager, will seek to invest in leading "blue chip" technology and research and development-driven
companies with the following characteristics:
Many smaller technology companies are trading near underlying cash value per share. The stock market is placing a minimal value to the underlying business. Several of these companies have pared back operating costs to the point where they are close to achieving positive cash flows. Wingate recognizes these investment opportunities should prove attrractive from both a takeover and recovery perspective.
The objective of the Limited Partnership is to maximize absolute returns on investments through the selection of publicly traded equities and equity-based securities while maintaining manageable risk levels. The assets of the Partnership will be invested by the Investment Manager in core positions, as determined by both fundamental and technical analysis. Detailed research will be contucted by the Investment manager to determine securities selection.
All positions will be carefully and continuously monitored. Target buy and sell levels will be employed as guidance. The Investment Manager will actively trade around core holdings and use derivative instruments (e.g. call and put options) to enhance investment returns. Occasionally, the Investment Manager may use debt to further leverage projected returns. In order to minimize capital losses, the Investment Manager will predetermine a maximum negative variance for each holding and set appropriate "stop loss" instructions in this regard. Therefore, equity positions should be limited to a predetermined downside before stop loss provisions are triggered.
© 2009 Wingate Investment Management Ltd.
All rights reseverved. Read our Corporate Disclaimer