Wilson Asset Management

Listed

August 1999

ASX Code

WAM

 

 

31 October 2017

Gross assets
$1,273.8m
Equity exposure
75.6%
Share price
$2.4
Pre-tax net tangible assets
$1.97
Fully franked full year dividend
15.0c
Fully franked
dividend yield
6.1%
Performance
(% p.a. since August 1999)
17.7%
Outperformance
(% p.a. since August 1999)
9.4%

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.

Growth of $10,000

Growth of $10,000

Board of directors

Geoff Wilson

Chairman

Geoff Wilson has over 37 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. Chris is Wilson Asset Management’s Chief Investment Officer and the Portfolio Manager responsible for WAM Capital, WAM Research, WAM Active and WAM Microcap.

Kate Thorley

Director

Kate Thorley has more than 12 years’ experience in the funds management industry and more than 18 years of financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management, Director of WAM Capital, WAM Leaders, WAM Research, WAM Active, WAM Microcap and Future Generation Investment Company. Kate is also the Company Secretary of Future Generation Global Investment Company.

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.

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. 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 holds degrees in Law and Economics and a Graduate Diploma in Applied Finance.

Lindsay Mann

Director

Lindsay Mann has more than 40 years’ financial services experience. He was formerly Chairman of Premium Investors Pty Limited and prior to that Lindsay was CEO (Singapore) and Regional Head Asia for First State Investments, Colonial First State Global Asset Management’s Asian business. 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.

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