Wilson Asset Management

Listed

August 1999

ASX Code

WAM

 

 

30 September 2018

Gross assets
$1,405.4m
Equity exposure
73.0%
Share price
$2.4
Pre-tax net tangible assets
$2.06
Fully franked full year dividend
15.5c
Fully franked
dividend yield
6.3%
Performance
(% p.a. since August 1999)
17.5%
Outperformance
(% p.a. since August 1999)
9.0%

WAM Capital Limited

WAM Capital provides investors with exposure to an actively managed diversified portfolio of undervalued growth companies listed on the Australian Securities Exchange. WAM Capital also provides exposure to relative value arbitrage and market mispricing opportunities. WAM Capital’s investment objectives are to deliver investors a stream of fully franked dividends, provide capital growth and preserve capital. Lindsay Mann is currently an independent non-executive director of UCA Funds Management Limited and an independent Director of WAM Leaders Limited (appointed March 2016).

Growth of $10,000

Growth of $10,000

Board of directors

Geoff Wilson AO

Chairman

Geoff Wilson has over 38 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 Global, 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 15 years’ experience in the funds management industry. Chris is the Chief Investment Officer and Portfolio Manager of Wilson Asset Management (International) Pty Limited, 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 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. Chris Stott is a Director of WAM Capital and WAM Microcap.

Kate Thorley

Director

Kate Thorley has over 13 years’ experience in the funds management industry and more than 19 years of financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management (International) Pty Limited, Director of WAM Research Limited, WAM Active Limited, WAM Leaders Limited, WAM Microcap Limited, WAM Global Limited and Future Generation Investment Company Limited. Kate is the Company Secretary of Future Generation Global Investment Company Limited. She holds a Bachelor of Commerce, a Graduate Diploma in Applied Finance and Investment, Graduate Diploma of Applied Corporate Governance and is a fully qualified CA. She is a member of the Australian Institute of Company Directors.

James Chirnside

Director

James Chirnside has been involved in financial markets for 32 years, primarily as a fund manager across a broad range of sectors. James is currently Chairman and Managing Director of Dart Mining NL. Prior to this, James worked as a fund manager and proprietary metals trader in Sydney, Hong Kong, London, and Melbourne.

Dr Philippa Ryan

Director

Dr Philippa Ryan is a highly experienced legal academic with exceptional experience in commercial law, corporate governance, finance and technology. Dr Ryan is a lecturer at the UTS Faculty of Law, a founding member of the UTS Blockchain Cluster, a director of the Landers and Rogers Board, deputy chair of the Australian Computer Society blockchain technical committee, a member of the Standards Australia blockchain technical committee and a member of the Australian Digital Currency Association industry advisory board. Dr Ryan holds a number of legal and academic qualifications including an LLB, BA, Med and PhD. Dr Ryan has been a director of the Company since April 2018.

Lindsay Mann

Director

Lindsay Mann has more than 40 years’ financial services experience. He was formerly Chairman of Premium Investors Pty Limited (formerly Premium Investors Limited). Prior to that Lindsay was CEO (Singapore) and Regional Head Asia for First State Investments, the Asian business of Colonial First State Global Asset Management. Prior to this, Lindsay was CEO of AXA Investment Managers in Hong Kong. He is a Fellow of the Institute of Actuaries of Australia and a Graduate member of the Australian Institute of Company Directors. Lindsay Mann has been a Director of the Company since December 2012. Lindsay Mann is currently an independent non-executive director of UCA Funds Management Limited and an independent Director of WAM Leaders Limited (appointed March 2016).

Linda Vo

Company Secretary

Linda Vo has over 15 years’ experience in financial accounting including more than 11 years in the funds management industry. As the Finance Manager of Wilson Asset Management (International) Pty Limited, Linda oversees finance and accounting and is also the Company Secretary for six listed investment companies, WAM Capital Limited, WAM Research Limited, WAM Active Limited, WAM Leaders Limited, WAM Microcap Limited and WAM Global Limited. Linda holds a Bachelor of Commerce and is a fully qualified CPA. She is a certified member of the Governance Institute of Australia. Linda was appointed Company Secretary of WAM Capital Limited in October 2017.

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