Location: Greenwich, Connecticut
Investment Focus/Specialty: Emerging Markets/Global Natural Resources
Firm Summary
Newgate Capital Management LLC ("Newgate") is a privately held global investment advisor that provides investment management
services to private, corporate and public funds, educational and charitable institutions, healthcare organizations and private
clients. Newgate’s primary mission is to provide superior risk-adjusted performance for its clients by investing in
emerging market equities, global commodity-oriented equities, and fixed income strategies. Founded in 1982 based on the investment
philosophy of top-down, value oriented investing Newgate has grown to become one of the world’s leading global investment
managers and was ranked within the top 500 largest money managers in 2008 by Pensions & Investments.
Transaction Summary
Newgate partnered with AMF to enable its founders to achieve liquidity and capitalize on selective growth initiatives
without compromising the firm’s autonomy and independence. As a result of the transaction, Newgate’s founders were able
to achieve desired diversification, broaden the firm’s investment offerings and staff, and extend equity ownership to key
employees while retaining upside growth potential in the business.
Partner Firm Perspective
"AMF is entrepreneurial, just like we are. AMF understands the entrepreneur’s mindset," said James Trainor,
Managing Director. "The investment by AMF allowed us the opportunity to continue to expand our firm’s
resources and take advantage of market opportunities. We were able to ramp up the infrastructure needed to grow the business
by bringing in senior professionals and expanding our product offerings, all without diluting our control of the company or ownership."