Wilson Asset Management

A wealth of difference for you,
and our community.

About us

    Our story

    Investing in opportunities. For you. For good.

    As an investment manager, our natural purpose is to safeguard the financial futures of our shareholders. Our passion and dedication makes us different. We’re also deeply committed to investing our time and resources to empower positive change.

    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 seven highly experienced investment professionals who offer a combined investment experience of almost 100 years.

    We take great pride in managing four LICs and just under $2 billion in shareholder capital. 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 Chief Investment Officer
    • Regular market news and investment insights
    • Monthly investment updates
    • Annual and half yearly profits announcements
    • Semi-annual shareholder briefings across all major Australian cities.

    Investing with us

    Information-led investing.

    Our track record is strong. Our philosophy is proven. You have an experienced team working on your behalf to achieve your investment aims. We provide:

    Fully franked dividends

    Our LICs have a proven track record of paying, fully franked dividends.

    Strong performance

    We offer a strong track record of performance based on our rigorous research-driven and market-driven investment processes.

    Deep diversification

    Our LICs hold small positions in many companies, providing shareholders with diversified exposure to opportunities.

    Risk-adjusted returns

    Our flexible investment mandate allows above average cash holdings and strong, risk-adjusted returns.

    Experienced experts

    With almost 100 years’ combined experience in the Australian equity market, our investment team lives and breathes financial markets.

    Full market access

    We hold over 1,500 company meetings each year, and our knowledge of and extensive network in the market continually provides valuable intelligence and investment opportunities.

    Superior structures

    LICs provide a stable, closed-ended pool of capital, allowing us a total focus on managing money.

    Total transparency

    We value shareholder engagement and our LICs adhere to strict corporate governance requirements.

    How we invest

    Our unique investment methodology.

    • a research-driven process focused on identifying undervalued growth companies; and
    • a market-driven process that takes advantage of market mispricing opportunities.

    Research-driven investing

    This investment process involves diligent and deep research that focuses on free cash flow, return on equity and the quality of a company. Each company is carefully rated with respect to management, earnings growth potential, valuation and industry position. Under this process, our investment team will only ever invest in a security once we can identify a catalyst or event that we expect will change the market’s valuation of the company.

    Market-driven investing

    This investment process takes advantage of short-term mispricing opportunities in the Australian equity market. This part of the investment portfolio is actively traded, and as such, opportunities are derived from initial public offerings, placements, block trades, rights issues, corporate transactions (such as takeovers, mergers, schemes of arrangements, corporate spin-offs and restructures), arbitrage opportunities, LIC discount arbitrages, short-selling and trading market themes and trends.

    Our team

    Geoff Wilson Chairman & Portfolio Manager BSc GMQ FFINSIA FAICD T + 61 2 9247 6755

    Geoff Wilson has over 36 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997. Geoff created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Investment Company and Future Generation Global Investment Company. Geoff is Chairman of WAM Capital, WAM Leaders, WAM Research and WAM Active. Geoff holds a number of additional directorships with investment companies and non-profit organisations, you can read his full bio here.

    Kate Thorley Chief Executive Officer BCom CPA MAICD MFINSIA T + 61 2 9247 6755

    Kate Thorley has more than 10 years’ experience in the funds management industry and more than 15 years of financial accounting and corporate governance experience. Kate is a Director of WAM Capital, WAM Leaders, WAM Research, WAM Active and Future Generation Investment Company. Kate is the Company Secretary of WAM Capital and Future Generation Global Investment Company.

    Chris Stott Chief Investment Officer & Portfolio Manager BBus GradDip App Fin MAICD MFINSIA T + 61 2 9258 4906

    Chris Stott has more than 14 years’ experience in the funds management industry. Chris is the Chief Investment Officer of Wilson Asset Management, having joined the company in 2006. Chris was previously employed with Challenger Financial Services Group in various research roles specialising in Australian equities. He holds a Bachelor of Business from the University of Technology, Sydney and a Graduate Diploma in Applied Finance and Investment. He is a member of the Australian Institute of Company Directors and the Financial Services Institute of Australasia.

    Matthew Haupt Portfolio Manager BCom GradDip App Fin CFA T + 61 2 9258 4910

    Matthew Haupt has more than 11 years’ experience in the investment industry working as both a portfolio manager and analyst. He gained extensive large-cap experience in his previous role within Australian Executor Trustees (now part of IOOF).

    Martin Hickson Head of Trading BBus BComp T + 61 2 9258 4994

    Martin Hickson has more than nine years’ experience in the funds management industry. Martin joined Wilson Asset Management in 2010 after working with Challenger Financial Services Group in various roles within the funds management division.

    Tobias Yao Senior Equity Analyst BCom CFA T + 61 2 9258 4949

    Tobias Yao has eight years’ experience in the investment industry. Prior to joining Wilsons Asset Management, Tobias spent five years as an investment analyst at Pengana Capital and he previously worked in Ernst & Young’s transaction advisory services division.

    John Ayoub Senior Equity Analyst LLB BA GradCert App Fin T + 61 2 9258 4920

    John has 10 years’ industry experience, most recently working at Credit Suisse as a director in equity sales and trading focusing on both large and small caps. Prior to this, John worked as a research analyst and in corporate finance at Ord Minnett and was previously a corporate lawyer.

    Oscar Oberg Senior Equity Analyst LLB BBus CFA T + 61 2 9247 6755

    Oscar has more than 10 years’ experience in financial markets. Before joining Wilson Asset Management, Oscar worked as a sell-side Analyst at CLSA and three years’ at Grant Thornton working in transaction advisory services.

    Louise Walsh Chief Executive Officer, Future Generation Investment Company & Future Generation Global Investment Company LLB BEcon T + 61 2 9247 6755

    Louise is a senior executive with a strong mix of experience in the not-for-profit, government and private sectors. A former solicitor at Allens, she has spent most of her career in sport, arts, culture and philanthropy. Louise was recently the CEO of Philanthropy Australia, the peak body for philanthropy in Australia.

    Linda Vo Finance Manager BCom CPA T + 61 2 9258 4939

    Before joining Wilson Asset Management, Linda spent five years working at RBC Dexia Investor Services as a Senior Fund Accountant and prior to that in various accounting and business advisory roles. Linda is the Company Secretary for WAM Leaders, WAM Research and WAM Active.

    Colette Connolly Finance Manager CA BCom Dip Int Rep T + 61 2 9258 4916

    Before joining Wilson Asset Management, Colette Connolly worked in the financial services sector for RARE Infrastructure and prior to that in various accounting and business advisory roles both in Australia and Ireland.

    Lillie Johnson Senior Financial Accountant BComm GradDip Acc CPA, GIA(Cert) T + 61 2 9258 4938

    Lillie Johnson has worked in various accounting roles across a broad range of sectors, including media, property and healthcare, both in Australia and in London over the last 10 years.

    Ophelia Lam Assistant Financial Accountant BBus CPA T + 61 2 9258 4921

    Ophelia Lam joined Wilson Asset Management in 2016. Previously, Ophelia spent over three years as an Assistant Accountant at Secure Parking Pty Limited and prior to that in various administrative roles.

    James McNamara Head of Corporate Affairs BJourn MComn T + 61 2 9247 6755
    E + Contact James

    Prior to joining Wilson Asset Management, James was a Manager at a leading Australian corporate affairs consultancy, delivering strategic communication advice to clients in the mining, oil and gas, construction, agribusiness and government sectors throughout the Asia Pacific region.

    Meredith Hemsley Corporate Affairs – Content Strategist LLB BA GradDip Journ Dip IR T + 61 2 9258 4902
    E + Contact Meredith

    An experienced communications specialist, Meredith has advised a range of listed and unlisted Australian and international companies across a range of industry sectors. Prior to joining Wilson Asset Management, Meredith worked for a leading national corporate communications and investor relations consultancy and was a commercial lawyer with Minter Ellison Lawyers.

    Alexandra Hopper Senior Communications Advisor BFA T + 61 2 9258 4901
    E + Contact Alexandra

    Before joining Wilson Asset Management, Alexandra was the National Events and Education Manager for industry association Consult Australia and prior to that she spent two years in the United States as Investor Relations and Marketing Manager at a boutique investment bank in Los Angeles.

    Martyn McCathie General Manager T + 61 2 9258 4917
    E + Contact Martyn

    Martyn has significant experience in middle and back office operations gained in senior roles in Australia and Scotland. Previously, Marty spent five years as a Senior Operations Manager at RARE Infrastructure. Prior to Rare Infrastructure Marty also held positions with RBC Dexia IS in Sydney and RBS Trustee and Depositary Services in Edinburgh, Scotland.

    Samantha Acret Executive Assistant T + 61 2 9247 6755
    E + Contact Samantha

    Samantha has 14 years of administration experience across the finance, IT management consulting and legal industries. Prior to joining Wilson Asset Management, Samantha worked at Apostle Asset Management in marketing and administration.

    Alison Shave Executive Assistant T + 61 2 9247 6755
    E + Contact Alison

    Alison has 15 years’ administrative experience within the financial services sector. Before joining Wilson Asset Management, Alison worked at Ernst & Young as an Team Leader, managing a large team of Executive Assistants.

    Get in touch

    Get in touch.

    We enjoy talking to our shareholders, so should you have any questions, or would simply like to know more, we encourage you to get in touch.

    Email. info@wilsonassetmanagement.com.au
    Telephone. (02) 9247 6755

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