INVESTMENT
STRATEGY

Niche investments are a new alternative asset class designed to expand the range of opportunities available to investors, improve the profile of existing portfolios, and overcome many of the drawbacks of traditional alternatives. Selected investments are in simple, proven business models across a wide range of unique specialty markets often overlooked by institutional investors

These investments are selected on the following business criteria:

  • Simple, transparent, and repeatable

  • Proven, with strong financials and cash flow

  • Operational and financial leaders in their industry

  • Resiliency across business cycles

  • Often backed by hard assets

  • Wingspan Capital is focused exclusively on sourcing, thoroughly researching and managing niche investments that:

    • Are uncorrelated to the public markets.

    • Target 10% plus net returns.

    • Lack the excessive volatility and downside risk of public markets.

    • Have limited competition from larger institutional investors.

  • The goal for these investments is to provide high risk-adjusted returns with:

    • Good liquidity (3 year average)

    • Strong cash yields (6% average)

    • Tax advantaged

    • Inflation-hedging characteristics.