Wilson Asset Management

Listed

May 2016

ASX Code

WLE

 

 

31 October 2018

Gross assets
$802.4m
Equity exposure
88.9%
Share price
$1.2
Pre-tax net tangible assets
$1.13
Fully franked full year dividend
5.0c
Performance
(% p.a. since May 2016)
9.6%
Outperformance
(% p.a. since May 2016)
1.8%

WAM Leaders Limited

WAM Leaders provides investors with diversified exposure to a portfolio of undervalued growth companies within the S&P/ASX 200 Index and exposure to market mispricing opportunities in large-cap companies. The Company’s investment objectives are to deliver a stream of fully franked dividends, provide capital growth over the medium-to-long term and preserve capital.

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.

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.

Melinda Snowden

Director

Melinda is a Director of Kennards Self Storage Pty Limited, Mercer Investments (Australia) Limited and a Council member of Newington College. During her executive career, Melinda was an investment banker with Grant Samuel, Merrill Lynch and Goldman Sachs in Australia and New York.

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).

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