Wilson Asset Management in Sydney, Australia | Investing service

Wilson Asset Management

Locality: Sydney, Australia

Phone: +61 2 9247 6755

Address: Level 26, Governor Phillip Tower, 1 Farrer Place 2000 Sydney, NSW, Australia

Website: http://www.wilsonassetmanagement.com.au

Likes: 10573

Add/Update information

Reviews

Tags

• Financial service
• Investing service

23.01.2022 This week we requested Contango Income Generator Limited hold an extraordinary general meeting to change its Board of Directors. We believe our proposal to manage the company is superior to that proposed by the current Contango Board of Directors. The Financial Standard covered the story. If you would like to receive updates about CIE, you can sign up here. https://bit.ly/2E3yhg8

23.01.2022 In this instalment of WAM Vault, our Portfolio Manager Tobias Yao discusses where the team sees value in sectors that have ridden the wave of stimulus. https://www.youtube.com/watch?v=2DgsJ7eSSW0

23.01.2022 We are arriving at an inflection point after a dramatic 2020. In the second instalment of WAM Vault, we discuss the themes and trends that have worked this year, and those that we expect to deliver through 2021. We finished filming yesterday and are excited to share the discussions when WAM Vault launches at 11:30am next Friday, 20 November 2020 register now. http://www.wilsonasssetmanagement.com.au/vault

22.01.2022 Deciding where to put your savings comes down to matching up what you want from an investment with what it can do for you. What is a listed investment company (...LIC)? It is an investment listed on a stock exchange that is incorporated as a company. Can a LIC be a regular passive source of income? Can LICs be simpler and more tax-effective as an SMSF? Are LICs influenced by inflows or outflows of capital? Can a LIC ever be forced to sell its investments? How do they compare to a managed fund? What are your most burning investor questions? Ask Kate Thorley, CEO of Wilson Asset Management tomorrow at 12pm. Register here: https://rebrand.ly/webinarwam0206f One of the best-performing LICs out there over the long-term and it could be one of the best again in the 2020s. - 25 May, Harrison, Motley Fool on WAM Research Ltd (ASX: WAX) #ASAwebinar #AustralianShareholdersAssociation #AustralianShareholdersAssociationwebinar #webinar #news #ASA #investing #investment #investingtips #financenews #financetips #finance #covid #ASX #equities #portfolioconstruction #Stocks #sharetrading #WAM #topstocks #wilsonassetmanagement #LIC #LICs #ListedInvestmentCompany #KateThorley

22.01.2022 As part of the WAM Vault series, we released our first Analyst Forum where William Liu, Anna Milne, Shaun Weick and Sam Koch delivered their buy, hold and sell calls for the global, large-cap, micro and small-to-mid cap companies at the request of our shareholders. You can watch, read or listen to it below. https://wilsonassetmanagement.com.au/vault/analyst-forum/

22.01.2022 Join the Future Generation Virtual Investment Forum today at 4:00pm (Sydney time) with a live discussion between Future Generation Global Chairman Belinda Hutchinson AC and former Macquarie Group Chief Executive Officer Nicholas Moore, and an in-depth conversation between Wilson Asset Management’s Geoff Wilson AO, Eley Griffiths Group’s Ben Griffiths and Antipodes’ Jacob Mitchell, moderated by The Australian Financial Review's James Thomson. https://futuregeninvest.com.au/virtualforum/

22.01.2022 The Board of Blue Sky Alternatives Access Fund Limited announced today that it has begun the process of appointing Wilson Asset Management as the Company's investment manager. BAF Chairman Michael Cottier said, "Today's milestone signals the beginning of a brighter future for BAF shareholders. The BAF Board once again thanks shareholders for their patience. The Directors are delighted to have commenced this important transition, which, if approved by shareholders, will provi...de new and existing investors with access to a high-quality investment manager with significant expertise in successfully managing listed investment companies (LICs)". Chairman and Chief Investment Officer Geoff Wilson AO said, "We believe the renewed alternative asset-focused LIC has great potential in the Australian market and we look forward to welcoming over 3,300 BAF shareholders into the Wilson Asset Management Family". Read the announcement https://www.asx.com.au/asxp/20200716/pdf/44kl39f6ry18k8.pdf

22.01.2022 What trends will continue for global equity markets in FY2021? Access the insights delivered to WAM Global shareholders during the Investor Q&A call on Tuesday 28 July. https://wilsonassetmanagement.com.au//wam-global-investor/

22.01.2022 What’s next for commodities? WAM Leaders (ASX: WLE) Portfolio Manager John Ayoub discusses what to watch for in the #market, following a strong run for iron ore. https://www.youtube.com/watch?v=uCanWIeeGIc

22.01.2022 The WAM Leaders Board of Directors today announced its intention to deliver a FY2021 fully franked interim dividend of 3.5 cents per share, a 7.7% increase on the FY2020 fully franked dividend. We are pleased to provide shareholders with certainty of the continued growth of fully franked dividends. The dividend guidance has been made possible by the WAM Leaders investment portfolios strong risk-adjusted outperformance since inception and the profits reserve available. The in...terim dividend will be announced with the half year results in January/February 2021. Read the announcement here https://www.asx.com.au/asxp/20200917/pdf/44mqgmq9gnx0km.pdf

21.01.2022 Portfolio Manager Tobias Yao shares his personal investing journey and love for micro-cap companies with the Australian Financial Review. https://wilsonassetmanagement.com.au//the-fundie-looking-f

20.01.2022 As the Founder and Lead Supporter of Future Generation, we are proud to take part in the Future Generation Virtual Investment Forum. Joining 20 fund managers providing their top stock picks, Lead Portfolio Manager Catriona Burns shares Nomad Foods, the leading European frozen foods company. https://futuregeninvest.com.au/virtu/stock-pick-wam-global/

19.01.2022 Lead Portfolio Manager Matthew Haupt discussed recent equity market volatility and shared his views on the banking, travel and BNPL sectors with Tom Piotrowski on CommSecs Executive Series. https://youtu.be/YcpYm4LnODs

18.01.2022 We are firmly opposed to the proposal to reduce Board transparency and accountability by permanently removing the requirement for Annual General Meetings to be conducted in person. Chairman and Chief Investment Officer Geoff Wilson AO speaks to the Australian Financial Review. https://www.afr.com//geoff-wilson-to-lead-investor-army-ag

18.01.2022 Lead Portfolio Manager Oscar Oberg spoke with The Australian Financial Review about WAM Microcaps top holdings, stocks that are positioned for growth and the impact of lockdown measures on investor confidence. https://www.afr.com//seven-questions-with-oscar-oberg-2020

18.01.2022 Lead Portfolio Manager Matthew Haupt and Portfolio Manager John Ayoub explain how the WAM Leaders portfolio is positioned for the economic recovery, the outlook for growth commodities and the value stocks that face positive momentum. Experience WAM Vault this Friday at 11:30am. https://youtu.be/JPVKr3aW_5w

17.01.2022 Register now for our WAM Capital, WAM Research and WAM Active focused Investor Q&A with Chairman and Chief Investment Officer Geoff Wilson AO, Lead Portfolio Manager Oscar Oberg and Portfolio Manager Tobias Yao. https://globalmeet.webcasts.com/starthere.jsp

16.01.2022 Yesterday we launched WAM Vault, the virtual alternative to our face-to-face Shareholder Presentations. Thank you all for your strong support; WAM Vault content has been accessed more than 14,000 times already and we greatly appreciate the kind messages we have received. You can read the coverage on Livewire Markets and Financial Standard. https://www.livewiremarkets.com//geoff-wilson-principles-f... https://wilsonassetmanagement.com.au//plan-for-the-worst-h

16.01.2022 In this instalment of WAM Vault, WAM Global (ASX: WGB) Portfolio Manager Nick Healy explains how the team is taking advantage of the shift to decarbonisation, looking past #market noise and avoiding the pitfalls of a 'hot' sector. https://www.youtube.com/watch

16.01.2022 Lead Portfolio Manager Oscar Oberg, CFA and Portfolio Manager Tobias Yao, CFA share their positive outlook for small and mid-cap companies, particularly the retail, travel, agriculture, building materials and automotive sectors, which stand to benefit from the reopening of the Australian and global economies. Experience WAM Vault this Friday at 11:30am.

16.01.2022 Hear the latest micro-cap insights from Chairman and Chief Investment Officer Geoff Wilson AO, Lead Portfolio Manager Oscar Oberg and Portfolio Manager Tobias Yao. https://wilsonassetmanagement.com.au//wam-microcap-invest/

15.01.2022 Watch, read or listen to the second instalment of WAM Vault, a series of conversations with Geoff Wilson AO, Kate Thorley BCom CA GAICD, Catriona Burns, Nick Healy, Matthew Haupt, John Ayoub, Oscar Oberg, CFA, Tobias Yao, CFA, Dania Zinurova, at 11.30am (Sydney time) this Friday, 20 November. https://www.youtube.com/watch?v=mOHMYDBRXxY https://wilsonassetmanagement.com.au/vault/

15.01.2022 Portfolio Manager Tobias Yao featured in Livewire's Buy Hold Sell series to discuss small-cap stocks that are riding structural growth tailwinds. Along with Ausbil Investment Managements Arden Jennings, Tobias opined five high performing growth stocks. https://www.livewiremarkets.com//buy-hold-sell-5-small-cap

15.01.2022 Watch Geoff Wilson AO on ABCs The Business where he shares his views on the market and whether the unprecedented global stimulus measures will be a bridge to an economic recovery or end at a pier https://www.abc.net.au//skype-interview-with-geo/12366788

15.01.2022 What macro trends are driving the alternative assets sector? Our portfolio manager for WAM Alternative Assets (ASX: WMA), Dania Zinurova, shared her #investment insights in the latest instalment of WAM Vault. https://www.youtube.com/watch?v=MkeS3rTfk_8

15.01.2022 Lead Portfolio Manager Matthew Haupt spoke with The Australian about WAM Leaders significant investment portfolio outperformance and increased fully franked dividend, announced today. During the 12-month period to 30 June 2020, the investment portfolio outperformed the S&P/ASX 200 Accumulation Index by 10.4%. https://www.theaustralian.com.au//899dbc45885187ffb61f9803

15.01.2022 What will drive equity markets in FY2021? Access the insights delivered to WAM Leaders shareholders during the Investor Q&A call on Friday 10 July. https://wilsonassetmanagement.com.au//wam-leaders-investo/

14.01.2022 The media sector has experienced significant technological and coronavirus related disruption, with advertising spending down as much as 40% for the June quarter. Equity Analyst Shaun Weick explains what to look for ahead of reporting season. https://www.afr.com//what-to-look-for-in-media-stocks-this

13.01.2022 The strong market rebound has faced a stress test in recent trading sessions as coronavirus cases have risen with the reopening of global economies. Cases may be approximately two weeks from their peak and we expect that the fear of a return to lockdown measures will continue to drive market movements in the short term. The major volatility indexes are yet to break from their slumber and bond yields remain stable. While we believe coronavirus cases will be normalised and the extraordinary policy settings will remain the focus, the impact of a return to lockdown would be significant despite triggering additional fiscal and monetary support. We are therefore focused on indications of how markets, governments and central banks will respond to the stress test. Subscribe to receive our weekly market updates https://bit.ly/2V0Fy4r

13.01.2022 An element of WAM Leaders' investment process is to position the portfolio while focusing on macroeconomics in order to identify an edge and invest in the opportunities these themes present. Macroeconomic analysis is especially important as large-cap Australian companies are directly influenced by macroeconomic drivers such as interest rates, foreign exchange, credit spreads and economic data. The market fall which saw the Dow Jones Industrial Average Indexs greatest one-da...y fall since March last Thursday was an event we believe to have been caused by various macroeconomic themes. In the two weeks leading up to the market sell-off, demand for the New York Federal Reserves Repurchase Agreements, or repos, spiked. Repos are typically used by entities to raise short-term capital and are bought and sold by the Federal Reserve as a tool to regulate the supply of money. Such rise in demand for repos is usually followed by a spike in volatility in the equity market. But what followed was an upward trend in the equity market despite the rise in CBOE Volatility Index, followed by a savage fall in the equity market as entities quickly tried to reduce their exposure to the market. Join almost 55,000 readers and subscribe to our weekly market updates https://bit.ly/2V0Fy4r

12.01.2022 During the 12-month period to 30 June 2020, WAM Leaders outperformed the S&P/ASX 200 Accumulation Index by 10.4% and this week declared a 15% increased fully franked full year dividend. Listen to WAM Leaders Portfolio Manager John Ayoub on 2GB Money News discussing the portfolio positioning, sectors in focus and the upcoming August reporting season. https://wilsonassetmanagement.com.au//2gb-money-news-inte/

12.01.2022 Lead Portfolio Manager Oscar Oberg recently spoke with Nicolas Burgess from EL&C Baillieu podcast about opportunities within the Australian automotive sector. You can listen to the interview here: https://soundcloud.com/user-378476896/wam-autos-draft

08.01.2022 Register now for a WAM Microcap focused Investor Q&A with Chairman and Chief Investment Officer Geoff Wilson AO, Lead Portfolio Manager Oscar Oberg and Portfolio Manager Tobias Yao. https://globalmeet.webcasts.com/starthere.jsp

08.01.2022 This week WAM Capital announced the appointment of Matthew Pancino to the Board of Directors. Chairman Geoff Wilson AO said: We are pleased to appoint Matthew Pancino as a Director of WAM Capital. Matthew is a noted technology, operations and transformation expert with 30 years experience gained in leading organisations within the communications, banking and funds management sectors. Matthew joins the Board of Directors at a time of significant social, technological, commercial and organisational changes and he is well placed to advise WAM Capital and the Wilson Asset Management group given his first-class experience." https://wilsonassetmanagement.com.au//wam-capital-appoint/

08.01.2022 The coronavirus curve has flattened globally, despite notable laggards such as the UK, and a flow of economic data is demonstrating the potential for a faster and stronger recovery than previously anticipated. In Australia for example, research from the Commonwealth Bank of Australia derived from credit and debit card spend data showed an increase in spending on services, personal care, clothing, household furnishing, retail, non-retail and recreation since April. Positive da...ta, combined with strong fiscal and monetary stimulus and the absence of asset bubbles or cyclical excess, are leading to revisions of the economic outlook prepared using March and April data. The picture has improved significantly however the threat of a second wave of coronavirus infections and the rising tension between the worlds two largest economies provide strong reasons for caution. Subscribe to receive our weekly market insights https://bit.ly/2V0Fy4r

08.01.2022 WAM Alternative Assets Portfolio Manager Dania Zinurova explores the opportunities in alternative assets and the megatrends shaping investments, shares her investment philosophy and explains why investors should consider alternative assets. Experience WAM Vault this Friday at 11:30am

07.01.2022 Chinas gross domestic product increased 3.2% in the June quarter and in a further sign of strength the nation reported on Wednesday it had imported 101.6 million tonnes of iron ore in June, its second greatest monthly total in history. The increase in demand for iron ore from Chinese steel makers sent the commodity's price to its highest levels in almost a year. The soaring iron ore price has so far led to a rally in WAM Leaders holdings BHP Group, Rio Tinto and Fortescue Metals Group, which reached a record share price on Tuesday. We positioned the WAM Leaders portfolio to benefit from the increase in Chinese economic activity following largely unreported government stimulus signals. Join almost 55,000 readers and subscribe to our weekly market updates https://bit.ly/2V0Fy4r

06.01.2022 This week, WAM Leaders Portfolio Manager John Ayoub discussed the opportunities arising during this unprecedented period with Tom Piotrowski on CommSec, highlighting our expectations for increased volatility in FY2020 and views on the Australian sharemarket. https://bit.ly/301dDnQ

05.01.2022 The Future Generation Virtual Investment Forum is now live. Access 20 of the best investment ideas in Australia from our Future Generation Australia and Future ...Generation Global fund managers, and listen to Future Generation Founder and Director Geoff Wilson AO, Paradice Investment Management Founder and Managing Director David Paradice AO and Regal Funds Management Chief Investment Officer Phil King as they share their thoughts on the market with the The Australian Financial Review's Tony Boyd. We also invited James Marlay from Livewire Markets to interview CEO Louise Walsh on maintaining momentum and engagement with shareholders during the coronavirus lockdown. Watch and listen at: https://futuregeninvest.com.au/virtualforum/

05.01.2022 Join Chairman and Chief Investment Officer Geoff Wilson AO, Lead Portfolio Manager Catriona Burns and Senior Equity Analyst Nick Healy for an Investor Q&A call focused on WAM Global. https://globalmeet.webcasts.com/starthere.jsp

04.01.2022 Lead Portfolio Manager Oscar Oberg spoke with The Australian Financial Review about WAM Microcap’s top holdings, stocks that are positioned for growth and the impact of lockdown measures on investor confidence. https://www.afr.com//seven-questions-with-oscar-oberg-2020

04.01.2022 There are three potential economic outcomes from a new outbreak of virus infections, but all point to gains for the equity market. The difference will be in the composition of returns. In a column for the AFR, Lead Portfolio Manager Matthew Haupt explains why. https://www.afr.com//why-shares-will-rally-in-a-second-wav

04.01.2022 Speaking to The Australian, Chairman and Chief Investment Officer Geoff Wilson AO comments on the transition of Blue Sky Alternatives Access Fund to WAM Alternative Assets and our proposals to manage Contango Income Generator and Concentrated Leaders Fund, predicting a new wave of dislocation and consolidation for the listed investment company sector. https://www.theaustralian.com.au//2980b54418a7b8fc1fb9d792

04.01.2022 Join our WAM Capital, WAM Research and WAM Active focused Investor Q&A webinar today with Chairman and Chief Investment Officer Geoff Wilson AO, Lead Portfolio Manager Oscar Oberg, Portfolio Manager Tobias Yao and Equity Analysts Shaun Weick and Sam Koch. https://globalmeet.webcasts.com/starthere.jsp

03.01.2022 More than 60 Australian corporates collectively raised $8.9 billion in April, the greatest monthly total since the 2008 global financial crisis. In the 12 years since the GFC, retail investors are still locked out of discounted capital raisings. Now is the time to level the playing field. Read more from Chief Executive Officer Kate Thorley in the Australian Financial Review https://www.afr.com//time-to-level-the-capital-raising-fie

03.01.2022 Shareholders of Blue Sky Alternatives Access Fund Limited (ASX: BAF) have overwhelmingly voted in favour of our proposal to see the Company join the Wilson Asset Management stable as WAM Alternative Assets Limited (ASX: WMA). In managing WAM Alternative Assets, we will provide Australian retail shareholders with access to alternative investment opportunities managed by a strong team. We will engage with current shareholders and market to new shareholders with a plan to return the share price to a premium to net tangible assets (NTA). Read the letter to shareholders from Chairman & Chief Investment Officer Geoff Wilson AO. https://wilsonassetmanagement.com.au//introducing-wam-alt/

03.01.2022 Lead Portfolio Manager Oscar Oberg talks through the outlook for Adairs and the retail and e-commerce sectors on the Talk Ya Book show with Chris Judd Invest https://www.youtube.com/watch?v=6NjciJMJlm0

03.01.2022 Last week, the Australian dollar rose above USD0.70 for the first time since January, surging more than 20% against the US dollar from its lowest level in 18 years on March 17, as the risk currency was sold off amid heightened volatility. The rise in the Australian dollar can be attributed to the Reserve Bank of Australias firm stance against negative rates, the reopening of pockets of the Australian economy as coronavirus cases decline and the resilience of Australian commo...dity prices, in particular the price of iron ore. In addition, the US dollar has been diminished by negative US interest rates, contributing to the rise in our domestic currency. While the Australian dollar seems to be on a strong foothold for now, caution is warranted over continuing risks, including the escalation of geopolitical tensions between China and the US. Subscribe to receive our weekly market updates https://wilsonassetmanagement.com.au/

01.01.2022 Simon and Garfunkels Bridge over Troubled Water 1970 song provides a suitable anecdote to the current economic picture. The unprecedented government and central bank support has essentially bought time for economies to reopen, avoiding disastrous effects in the interim. However, we are approaching the end of the bridge, and economies will need to fire in the third and fourth quarters of this calendar year to avoid disappointing optimistic equity markets. If this is achieve...d, sector rotation between cyclicals and defensives will be a tradeable dynamic over the short-term. Observable risks to the wider economy remain; geopolitical tension between China and the US continues to escalate while the resurgence of coronavirus remains a critical threat. Join almost 55,000 readers and subscribe to our weekly market updates https://wilsonassetmanagement.com.au/

01.01.2022 We are pleased to welcome Dania Zinurova to the Wilson Asset Management team as the Portfolio Manager for WAM Alternative Assets. Read about Dania's background and her exciting plans for WAM Alternative Assets in The Australian Financial Review. https://www.afr.com//wam-s-alternative-strategy-targets-di