Wilson Asset Management

Listed

January 2008

ASX Code

WAA

 

 

31 May 2017

Gross assets
$41.7m
Equity exposure
56.9%
Share price
$1.1
Pre-tax net tangible assets
$1.05
Fully franked full year dividend
5.5c
Annualised dividend yield
5.1%
Performance
(% p.a. since January 2008)
12.6%
Outperformance
(% p.a. since January 2008)
8.9%

WAM Active Limited

WAM Active provides investors with exposure to an active trading style with the aim of achieving a sound return with a low correlation to traditional markets. WAM Active’s investment objectives are to deliver a regular income stream via fully franked dividends, provide a positive return with low volatility, after fees, over most periods of time, and to preserve capital.

Growth of $10,000

Growth of $10,000

Board of directors

Geoff Wilson

Chairman

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 Limited and Future Generation Global Investment Company Limited. Geoff is Chairman of WAM Capital, WAM Leaders, WAM Research, WAM Active and WAM Microcap. Geoff is also a Director of Century Australia Investments Limited. Geoff holds a number of additional directorships with investment companies and non-profit organisations.

Chris Stott

Director

Chris Stott has more than 14 years’ experience in the funds management industry. Chris joined Wilson Asset Management in 2006 after being employed with Challenger Financial Services Group in various research roles specialising in Australian equities. Chris is a Director of WAM Capital, WAM Leaders, WAM Research, WAM Active, WAM Microcap and Century Australia Investments Limited. Chris is the Portfolio Manager responsible for WAM Capital, WAM Research, WAM Active and WAM Microcap.

Kate Thorley

Director

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, WAM Microcap and Future Generation Investment Company. Kate is the Company Secretary of WAM Capital and Future Generation Global Investment Company.

Matthew Kidman

Director

In 2015, Matthew Kidman became Principal and Portfolio Manager of Centennial Asset Management Pty Limited. Previously, Matthew worked as a Portfolio Manager at Wilson Asset Management for 13 years between 1998 and 2011. Prior to joining Wilson Asset Management, Matthew worked as a finance journalist at the Sydney Morning Herald between the years 1994 and 1998. In 1997 he was made Business Editor of the paper and was charged with the responsibility of company coverage. He has degrees in Law and Economics and a Graduate Diploma in Applied Finance.

John Abernethy

Director

John Abernethy has over 30 years experience in funds management and corporate advisory. He spent ten years at NRMA Investments as Head of Equities managing portfolios. In 1994 he joined Poynton Corporate Limited as an Executive Director before forming Clime Investment Management Limited in 1996. John was also appointed Chairman of Clime Capital Limited in July 2009. He has a Bachelor of Law and Commerce from University of NSW.

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