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ABOUT WESTERNGATE

We seek to add value where from a strategic perspective

+60
Interactions with media and other stakeholders with the objective of actively persuing change in the invested companies
+30 years
Experience in the retail and wholesale sectors having built and grown various market leading businesses
3x
Realised investment track record that Western Gate has acheived over the last 7 years
+40
Meetings held with invested company’s management teams in which Western Gate shares its views with the aim of increasing value for all stakeholders

THROUGH EXTENSIVE EXPERIENCE THE WESTERN GATE HAS DEVELOPED ITS OWN VISION ON HOW IT SEES THE FUTURE OF THESE MARKETS

Western Gate is the investment arm of a distinguished family office, driven by the core values of long-term stewardship, integrity, and responsible governance. As active investors, we specialize in listed companies, adopting an activist approach to advocate for meaningful change and value creation. Our strategy involves engaging with management teams, leveraging AGM campaigns, and collaborating with media and analysts to promote transparency, accountability, and robust governance models that align with global best practices. With a commitment to excellence, we work to ensure that the companies we invest in operate with a strong governance framework, ultimately enhancing value for all stakeholders.

How we invest?

Our investment strategy is grounded in thorough research, data-driven insights, and a focus on companies with strong governance, ethical standards, and sustainable business models. We take an activist approach, engaging with management and stakeholders to drive positive change and unlock long-term value.

How we add value to companies?

We actively work with companies to enhance their governance, operational efficiency, and strategic direction. Through constructive dialogue, AGM campaigns, and strategic media engagement, we aim to foster transparency, accountability, and growth, benefiting all stakeholders involved.

Our Commitment to Stewardship

We are committed to responsible investing that aligns with the values of long-term stewardship and ethical governance. Our approach is to not only generate financial returns but also to create a lasting positive impact on the companies we invest in and the communities they serve.

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MEET
THE TEAM

Our team is a group of experienced professionals with strong expertise in investment management, corporate governance, and strategic advisory. Committed to the family office values, we combine analytical rigor, market insights, and a hands-on approach to drive sustainable growth, value creation, and strong governance across our portfolio.
Luis Amaral
Principal
Francisco Santos
Director
Frederico d’Orey
Investments Director
Francisco Albano
Corporate Director
Jacek Owczarek
Jacek Owczarek
Head of Family Office

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