Tuesday 26th April, 2022
Company Presentation – Dowgate Wealth
Dowgate Wealth is an employee-owned private company founded in 2020. The business is built from the ground up by a group of investment professionals moving against industry trends, who saw the need to put the client first, focusing on their objectives and delivering a high-quality service through a bespoke offering.
Our team of 20 professionals have over 430 years’ combined industry experience and has generated superior returns through a number of economic cycles. The core team received their education at Hargreave Hale, a boutique family-style investment house that was well known for its client service and focus on investing in smaller companies. Hargreave Hale was subsequently acquired by Canaccord Genuity Wealth Management in November 2017.
Dowgate Wealth are passionate about their active investment process and engagement with clients, it is embedded in our core values and the Firm’s culture. As an employee-owned business, our structure allows us to focus on generating sustainable returns over the long term, forsaking gathering assets to meet short-term commercial targets. We believe this creates complete alignment with our clients’ objectives. The inherent benefits of this approach are a product of our continued investment in our people, processes, and systems.
Will is our Fund Manager and joined Dowgate Wealth in September 2021 to launch and manage the SVS Dowgate Wealth European Growth Fund. The European fund launched in March 2022 and will allow unitholders to benefit from the attractive investment opportunities across the European market by focusing on bottom-up investing. He studied Accounting & Finance at Southampton University. Since then, Will qualified as a Chartered Financial Analyst (CFA) which is a globally recognised professional designation, that measures and certifies the competence and integrity of financial analysts.
Will began his financial career in 2010 at Hargreave Hale, working as a UK small-cap analyst for Giles Hargreave on the Marlborough Special Situations and Marlborough Microcap Funds. He was also part of the team that launched the Marlborough Multi-Cap Income Fund in 2011 and the Marlborough Nano Cap Fund in 2012. In 2015 Will expanded his role to include European equities by joining David Walton as Assistant Fund Manager of the Marlborough European Multi-Cap Fund before being promoted to Deputy Fund Manager in 2017.
Company Presentation – Cape Wrath Capital
We see opportunities where other investors have over-reacted to events and valuations no longer reflect fundamentals. The founder invests his net worth in the strategy, which has a hard close to protect performance. UK-domiciled OEIC, investing in quoted UK securities, using the proprietary BAIT framework
CFA Investment Director
After working as an analyst at the Alliance Trust, Adam joined Montanaro Asset Management, where he managed a smallcap income fund. Leaving the City in 2010, he taught the CFA qualification at BPP, and later managed equity research teams for CRISIL in Mumbai. In 2015 Adam returned to London and set-up Cape Wrath Capital. He has degrees in Philosophy, Politics & Economics, and Finance & Financial Law. Adam has served as a platoon commander with the 1st Battalion Black Watch and is the Principal at ‘Alpha Coach’, a leadership programme for portfolio managers. In his free time, Adam enjoys making marmalade and spending time outdoors with his children. He once took six months off to write a book (‘Salt, Sweat, Tears’, Penguin), and has swum the Channel, rowed the Atlantic, cycled Lands End to John o’ Groats and run across England, Scotland and Wales.