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Wilson Asset Management
1 Farrer Place, Sydney, New South Wales, Australia
About Wilson Asset Management
Welcome to Wilson Asset Management, located at Farrer Place in Sydney, Australia. As an establishment of finance and a point of interest, we have been making a difference for shareholders and the community for 25 years. With a track record of success, we manage almost $5 billion on behalf of over 130,000 retail investors as the investment manager for eight leading Listed Investment Companies (LICs).
What sets us apart is our commitment to delivering both investment and social returns. We are proud to have created and be the lead supporter of the first LICs that provide these dual benefits: Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG). As advocates for retail investors, we are also members of the global philanthropic Pledge 1% movement and actively support numerous Australian charities. In fact, we provide each of our team members with $10,000 annually to donate to charities of their choice. All philanthropic investments are made by our Investment Manager.
At Wilson Asset Management, we believe in creating our own opportunities. That's why we have developed our preferred LIC structure, which provides a permanent and stable pool of capital. This enables our investment team to make rational decisions based on sound strategies, benefiting our shareholders. Additionally, LIC investors enjoy fully franked dividends over time. As a listed entity, we adhere to strict corporate governance and regulations, ensuring transparency and safeguarding our shareholders' interests.
Our investment management agreement covers eight LICs, all of which have their shares listed on the Australian Securities Exchange (ASX). Becoming a shareholder is simple β just purchase shares through a stockbroker, financial adviser, wrap, or platform.
Let's take a closer look at our LIC offerings:
1. WAM Capital: Offers exposure to an actively managed diversified portfolio of undervalued growth companies listed on the ASX. Focuses on small-to-medium sized businesses, relative value arbitrage, and market mispricing opportunities.
2. WAM Leaders: Focuses on large-cap companies with compelling fundamentals, robust macroeconomic themes, and catalysts. Aims to deliver fully franked dividends, capital growth, and capital preservation.
3. WAM Global: Provides exposure to undervalued international growth companies and market mispricing opportunities. Aims to deliver fully franked dividends, capital growth, and capital preservation.
4. WAM Research: Diversified portfolio of undervalued growth companies, primarily small-to-medium sized industrial companies listed on the ASX. Aims to provide fully franked dividends and achieve high real rate of return with acceptable risk.
5. WAM Active: Active trading style with low correlation to traditional markets. Aims to deliver regular income stream, positive return with low volatility, and capital preservation.
6. WAM Microcap: Portfolio of undervalued micro-cap growth companies with a market capitalization under $300 million. Provides exposure to relative value arbitrage and market mispricing opportunities.
7. WAM Alternative Assets: Exposure to real assets, private equity, real estate, infrastructure, and private debt strategies. Aims to deliver absolute returns through dividend yield and capital growth, providing diversification benefits.
8. WAM Strategic Value: Focuses on identifying and capitalizing on share price discounts to underlying asset values of listed companies, primarily LICs and LITs. Aims to deliver absolute returns and diversification benefits.
Investors who choose Wilson Asset Management are positioning themselves to benefit from our proven investment strategies and dedication to delivering value. Join us today and experience the difference we can make for you and the community.
Governor Phillip Tower, Level 26, 1 Farrer Pl, Sydney NSW 2000, Australia
Reviews of Wilson Asset Management
"i am a fan of all aspects of geoff wilson , wam and its stocks my only complaint is they continue to use boardroom as their share registry without a doubt it is the worst share registry in aust they take excessive time to answer their phone and even when answered it is nearly impossible to find anyone to quickly answer the most minor question my time also costs money and any savings of being with wam is wasted with boardroom i believe this poor service is completely at odds with the overall aims of the wam group and i believe they should be discontinued at once to prevent any further wasted time by wam shareholders i might add that in my experience the far best share registry for providing required service is Advance based in wa i also understand their cost are considerably less as well"
"Good."
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