Growing in the right direction
Established in 1997 by Geoff Wilson, we are an independently owned investment manager based in Sydney, Australia. Today, Wilson Asset Management is comprised of 17 investment professionals who offer a combined investment experience of more than 200 years.
We take great pride in managing eight LICs and almost $5 billion in shareholder capital on behalf of more than 130,000 retail investors. This is partnered with our philanthropic initiatives, including creating and supporting the Future Generation companies, see us actively contribute to our community.
Navigating your path to prosperity
Experience is critical to successful investing. We are proactive, think clearly and undertake rigorous and diligent research.
We are driven towards identifying undervalued growth companies and scouring the market for mispricing opportunities to deliver superior returns for our shareholders. Our history of returns speaks for itself.
Our reputation is built on trust
We take an especially active approach to engaging with our shareholders, both in terms of ongoing performance, and timely insights.
Naturally, this is dependent on our shareholders – some of whom just prefer the occasional email. Others prefer to keep in touch more regularly. We provide:
- Email updates from our Lead Portfolio Managers
- WAM Vault Live
- Investment team insights at WAM Vault
- Roundtables with planners, advisers and their clients
- NTA reports and investment updates
- Shareholder Q&A calls and webinars
- Social media engagement
- Investor education material
- Presentations and lunches across Australia
- Annual and interim results announcements