Growing in the right direction
Established in 1997 by Geoff Wilson, we are an independently owned investment manager based in Sydney, Australia. Today, Wilson Asset Management is comprised of 11 investment professionals who offer a combined investment experience of more than 140 years.
We take great pride in managing six LICs and more than $3 billion in shareholder capital on behalf of almost 80,000 retail investors. This is partnered with our philanthropic initiatives, including creating and supporting the Future Generation companies, see us actively contribute to our community.
Navigating your path to prosperity
Experience is critical to successful investing. We are proactive, think clearly and undertake rigorous and diligent research.
We are driven towards identifying undervalued growth companies and scouring the market for mispricing opportunities to deliver superior returns for our shareholders. Our history of returns speaks for itself.
Our reputation is built on trust
We take an especially active approach to engaging with our shareholders, both in terms of ongoing performance, and timely insights.
Naturally, this is dependent on our shareholders – some of whom just prefer the occasional email. Others prefer to keep in touch more regularly. We provide:
- Weekly investor updates from our Lead Portfolio Managers
- Regular market news and investment insights
- Monthly investment updates
- Annual and half yearly profits announcements
- Semi-annual shareholder briefings across all major Australian cities.