Making a difference for our shareholders and the community for more than
25 years.

WAM Research provides investors with access to a research-driven process focused on identifying undervalued growth companies. WAM Capital provides investors with both a research-driven process and a market-driven process that takes advantage of mispricing opportunities.

WAM Leaders provides investors with exposure to an active investment process focused on identifying large-cap companies with compelling fundamentals, a robust macroeconomic thematic and a catalyst.

WAM Global provides investors with exposure to an actively managed diversified portfolio of undervalued international growth companies and exposure to market mispricing opportunities.

WAM Alternative Assets provides retail investors with exposure to a portfolio of real assets, private equity, real estate, infrastructure and private debt strategies.

WAM Strategic Value capitalises on share price discounts to underlying asset values of listed companies, primarily listed investment companies (LICs) and listed investment trusts (LITs) (commonly referred to as closed-end funds).

WAM Microcap provides investors access to a portfolio of undervalued micro-cap growth companies with a market capitalisation of less than $300 million at the time of acquisition.

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.

Future Generation Australia and Future Generation Global provide shareholders with exposure to leading Australian and global fund managers without paying management or performance fees, with a unique opportunity to make a positive difference to Australia’s future generations.