Wilson Asset Management

A wealth of difference for you,
and our community.

About us

    Our story

    Investing in opportunities. For you. For good.

    We invest more than $3.5 billion in undervalued Australian and global growth companies on behalf of over 90,000 shareholders. We also make a difference in the community, primarily as an advocate for retail investors and as the creator and lead supporter of the Future Generation companies.

    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 14 investment professionals who offer a combined investment experience of more than 190 years.

    We take great pride in managing seven LICs and more than $3.5 billion in shareholder capital on behalf of over 90,000 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:

    • Weekly investor updates from our Lead Portfolio Managers
    • Regular market news and investment insights
    • Monthly investment updates
    • Annual and half yearly profits announcements
    • Semi-annual shareholder briefings across all major Australian cities.

    Investing with us

    Information-led investing.

    Our track record is strong. Our philosophy is proven. You have an experienced team working on your behalf to achieve your investment aims. We provide:

    Fully franked dividends

    Our LICs have a proven track record of paying fully franked dividends.

    Strong performance

    We offer a strong track record of performance based on our rigorous research-driven and market-driven investment processes.

    Deep diversification

    Our LICs hold small positions in many companies, providing shareholders with diversified exposure to opportunities.

    Risk-adjusted returns

    Our flexible investment mandate allows above average cash holdings and strong, risk-adjusted returns.

    Experienced experts

    With more than 190 years’ combined experience in the Australian equity market, our investment team lives and breathes financial markets.

    Full market access

    We hold over 2,500 company meetings each year, and our knowledge of and extensive network in the market continually provides valuable intelligence and investment opportunities.

    Superior structures

    LICs provide a stable, closed-ended pool of capital, allowing us a total focus on managing money.


    We value shareholder engagement and our LICs adhere to strict corporate governance requirements.

    How we invest

    Our unique investment methodology.

    • a research-driven process focused on identifying undervalued growth companies; and
    • a market-driven process that takes advantage of market mispricing opportunities.

    Research-driven investing

    This investment process involves diligent and deep research that focuses on free cash flow, return on equity and the quality of a company. Each company is carefully rated with respect to management, earnings growth potential, valuation and industry position. Under this process, our investment team will only ever invest in a security once we can identify a catalyst or event that we expect will change the market’s valuation of the company.

    Market-driven investing

    This investment process takes advantage of short-term mispricing opportunities in the Australian equity market. Opportunities are derived from initial public offerings, placements, block trades, rights issues, corporate transactions (such as takeovers, mergers, schemes of arrangements, corporate spin-offs and restructures), arbitrage opportunities such as listed investment company discounts, short-selling and trading market themes and trends.

    Our team

    Geoff Wilson AO
    Geoff Wilson AO Chairman & Chief Investment Officer BSc GMQ FFINSIA FAICD T + 61 2 9247 6755

    Geoff has over 40 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 and Future Generation Global Investment Company. Geoff is Chairman and Chief Investment Officer of WAM Capital, WAM Leaders, WAM Global, WAM Research, WAM Active and WAM Microcap. Geoff holds a number of additional directorships with investment companies and non-profit organisations.

    Kate Thorley
    Kate Thorley Chief Executive Officer BCom CA GAICD T + 61 2 9247 6755

    Kate has more than 15 years’ experience in the funds management industry and more than 20 years’ financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management, Director of WAM Capital, WAM Leaders, WAM Global, WAM Research, WAM Active, WAM Microcap and Future Generation Investment Company. Kate is also the Company Secretary of  Future Generation Investment Company Limited.

    Catriona Burns
    Catriona Burns Lead Portfolio Manager BCom (Lib Studies) MApp Fin CFA T + 61 2 9247 6755

    Catriona has more than 17 years’ global and Australian investment experience. Catriona began her career with Wilson Asset Management in 2003 before relocating to London to work with Hunter Hall Investment Management as a Portfolio Manager responsible for global equities with a bias to small-to-mid cap companies. In 2012, Catriona joined John Sevior and David Cooper at the inception of Airlie Funds Management. Catriona is the Lead Portfolio Manager responsible for WAM Global.

    Matthew Haupt
    Matthew Haupt Lead Portfolio Manager BCom GradDip App Fin CFA T + 61 2 9258 4910

    Matthew has more than 15 years’ experience in the investment industry working as both a portfolio manager and analyst. He gained extensive large-cap experience in his previous role within Australian Executor Trustees (now part of IOOF). Matthew is a highly experienced investment professional with more than 10 years as a portfolio manager and a strong track record across multiple investment strategies and products. He is an avid consumer of macroeconomic data, which the WAM Leaders team utilises in both the research and market-driven strategies and is also a regular contributor to Australian financial media. Matthew is the Lead Portfolio Manager responsible for WAM Leaders.

    Oscar Oberg
    Oscar Oberg Lead Portfolio Manager LLB BBus CFA T + 61 2 9247 6755

    Oscar has more than 14 years’ experience in financial markets. Before joining Wilson Asset Management, Oscar worked as a sell-side Analyst at CLSA and three years’ at Grant Thornton working in transaction advisory services. Oscar is the Lead Portfolio Manager responsible for WAM Capital, WAM Microcap, WAM Active and WAM Research.

    Tobias Yao
    Tobias Yao Portfolio Manager BCom CFA T + 61 2 9258 4949

    Tobias has 13 years’ experience in the investment industry. Prior to joining Wilson Asset Management, Tobias spent five years as an investment analyst at Pengana Capital and he previously worked in Ernst & Young’s transaction advisory services division.

    John Ayoub
    John Ayoub Portfolio Manager LLB BA GradCert App Fin T + 61 2 9258 4920

    John has 12 years’ industry experience, most recently working at Credit Suisse as a director in equity sales and trading focusing on both large and small caps. Prior to this, John worked as a research analyst and in corporate finance at Ord Minnett and was previously a corporate lawyer.

    Dania Zinurova
    Dania Zinurova Portfolio Manager MSc (Real Estate Investment) MEB State Dip Banking & Finance T + 61 2 9247 6755

    Dania joined Wilson Asset Management in 2020 and is the Portfolio Manager for WAM Alternative Assets. Dania has held senior investment roles in Australia, the US, Europe and the UK throughout her career of almost 20 years and most recently held the position of director manager research, head of real assets Australia at Willis Towers Watson. Prior to this, Dania held various real assets investment roles with Willis Towers Watson in London and New York. Dania commenced her investment career as a foreign currency trader working for a bank in Russia before joining Russell Investments in the UK as a real estate investment analyst.

    Nick Healy
    Nick Healy Portfolio Manager BEng (Hons) MBA T + 61 2 9258 4923

    Nick has more than five years’ global investment experience. Nick joined Wilson Asset Management at the inception of WAM Global in 2018, after three years in London covering US industrials companies for Fidelity International. In 2015, Nick received his MBA from INSEAD, where he received the Henry Ford II prize for graduating first in class. Prior to his MBA, Nick spent six years as a mechanical engineer on infrastructure and mining projects across Australia.

    Sam Koch
    Sam Koch Equity Analyst BBus CFA T + 61 2 9258 4913

    Sam has more than three years’ experience in financial markets and has worked in the financial industry for more than six years. Prior to joining Wilson Asset Management, Sam was an equity analyst and dealer at IFM Investors and was previously an accountant at Colonial First State.

    Shaun Weick
    Shaun Weick Equity Analyst BBus (Fin) CA T + 61 2 9258 4924

    Shaun has more than 10 years’ experience in financial markets. Prior to joining Wilson Asset Management, he worked as a sell-side Analyst at Macquarie Group and CLSA. Prior to that, he spent five years at KPMG in the M&A Advisory division.

    William Liu
    William Liu Equity Analyst BCom MFin T + 61 2 9258 4948

    William joined Wilson Asset Management in 2020 and works within the WAM Global team. William has more than seven years’ experience in the investment industry. Prior to joining Wilson Asset Management, William was global equity portfolio manager at Wilsons Advisory and was previously a credit research analyst at UBS Asset Management. 

    Anna Milne
    Anna Milne Equity Analyst BCom

    Anna has more than four years’ experience in financial markets. Prior to joining Wilson Asset Management, Anna was a sell-side equity research analyst at UBS, Credit Suisse and Jarden.

    Cooper Rogers
    Cooper Rogers Senior Equities Dealer BCom GradDip App Fin T + 61 2 9258 4912

    Cooper joined Wilson Asset Management in 2017. Previously, Cooper spent four years’ in the investment industry, most recently working as the DTR for the Institutional Sales division at Hartleys Limited.

    William Thompson
    William Thompson Equities Dealer BCom T + +61 2 9258 4932

    William joined Wilson Asset Management in 2021 as an Equities Dealer and has been in financial markets for over four years. Prior to joining Wilson Asset Management, William most recently worked as a dealer and equities analyst at Terra Capital.

    Jesse Hamilton
    Jesse Hamilton Chief Financial Officer BCom (Acc) CA T + 61 2 9247 6755

    Jesse is a Chartered Accountant with more than 10 years’ experience working in advisory and assurance services, specialising in funds management. Prior to joining Wilson Asset Management, Jesse worked as the Chief Financial Officer of an ASX listed company. Jesse previously specialised in assurance services, valuations, mergers and acquisitions, financial due diligence and capital raising activities for listed investment companies.

    Linda Kiriczenko
    Linda Kiriczenko Finance Manager & Company Secretary BCom CPA T + 61 2 9258 4939

    Before joining Wilson Asset Management, Linda spent five years working at RBC Dexia Investor Services as a Senior Fund Accountant and prior to that in various accounting and business advisory roles. Linda is the Company Secretary for WAM Capital, WAM Leaders, WAM Research and WAM Active.

    Colette Connolly
    Colette Connolly Finance Manager BCom Dip Int Rep CA T + 61 2 9258 4916

    Before joining Wilson Asset Management, Colette worked in the financial services sector for RARE Infrastructure and prior to that in various accounting and business advisory roles both in Australia and Ireland.

    Lillie Johnson
    Lillie Johnson Senior Financial Accountant BCom GradDip Acc CPA GIA(Cert) T + 61 2 9258 4938

    Lillie joined Wilson Asset Management in 2011. Lillie has worked in various accounting roles across a broad range of sectors, including media, property and healthcare, both in Australia and in London. Lillie has 20 years’ accounting experience.

    Ophelia Lam
    Ophelia Lam Senior Financial Accountant BBus CPA T + 61 2 9258 4921

    Ophelia joined Wilson Asset Management in 2016. Previously, Ophelia spent over three years as an Assistant Accountant at Secure Parking Pty Limited and prior to that in various administrative roles.

    Huseyin Dervish
    Huseyin Dervish Senior Financial Accountant BCom GradDipCA T + 61 2 9258 4941

    Before joining Wilson Asset Management, Hus was at Pitcher Partners for over six years in audit and assurance, specialising in funds management as well as working in its London office.

    Amy Byrne
    Amy Byrne Financial Accountant BCom (Int) MAcc CA T + 61 2 9258 4922

    Amy has over seven years’ financial accounting and taxation experience in Australia and Ireland. Prior to joining Wilson Asset Management, Amy worked in accounting and taxation roles in professional services, financial services and media.

    Isabel Mills
    Isabel Mills Graduate Accountant BCom (Accounting and Finance) T + 61 2 9258 4909

    Isabel joined Wilson Asset Management in 2020 as a graduate accountant, working within the Finance team. Isabel completed her Bachelor of Commerce (Accounting and Finance) at the University of Sydney in 2019.

    James McNamara
    James McNamara Head of Corporate Affairs BJourn GradDip Com MComn T + 61 2 9247 6755

    James is a corporate affairs advisor with more than 10 years’ experience. James joined Wilson Asset Management in 2014 and leads the company’s communications, marketing and public affairs functions. Prior to joining Wilson Asset Management, James was a Manager at a leading Australian consultancy, delivering strategic advice to clients in the mining, oil and gas, construction, agribusiness and government sectors throughout the Asia Pacific region.

    Alexandra Hopper Irwin
    Alexandra Hopper Irwin Brand Manager BFA T + 61 2 9258 4904

    Alexandra works within the Corporate Affairs team, focusing on Future Generation. Before joining Wilson Asset Management, Alexandra was the national events and education manager for industry association Consult Australia and prior to that she spent two years in the United States as investor relations and marketing manager at a boutique investment bank in Los Angeles.

    Kathryn Murphy
    Kathryn Murphy Senior Corporate Affairs Advisor BComn (Social Inquiry) T + 61 2 9258 4926

    Kathryn joined Wilson Asset Management in 2020. Previously, Kathryn worked in communications at the University of Sydney and led marketing for the Asia-Pacific region at financial technology company Fenergo. Prior to that, she worked at venture capital firm Reinventure. Kathryn has six years’ communication experience.

    Melanie Singh
    Melanie Singh Senior Corporate Affairs Advisor BFA, BA Grad Dip Com

    Melanie joined Wilson Asset Management in 2020. Melanie has more than seven years’ experience in financial markets. Prior to joining Wilson Asset Management, Melanie worked as an analyst in corporate finance at Wilsons Advisory and she previously worked in private wealth at both Wilsons Advisory and Bell Potter.

    Olivia Harris
    Olivia Harris Corporate Affairs Advisor BA (French) T + 61 2 9258 4929

    Olivia joined Wilson Asset Management in 2019. Previously, Olivia worked in corporate strategy at financial technology company NextGen.Net and at corporate advisory firm Howard & Company in New Zealand. Prior to that, she worked in Washington, DC for the US Department of State. Olivia has four years’ corporate affairs experience.  

    Camilla Cox
    Camilla Cox Corporate Affairs Advisor BComn (Public Communications) T + 61 2 9258 4906

    Camilla joined Wilson Asset Management in 2020. Previously, Camilla worked at an integrated marketing communications agency, advising clients within the property, finance and consumer sectors. Camilla has four years’ communication experience.   

    Emiko Reed
    Emiko Reed Corporate Affairs Associate BComn (Journalism) BA (International Studies) T + 61 2 9258 4914

    Emiko joined Wilson Asset Management in 2019. Emiko has worked with the SBS and International Federation of Journalists, Asia-Pacific.

    Emily Fuller
    Emily Fuller Social Impact Manager BA Comn MInt Rel GAICD

    T + 61 2 9258 4927

    Emily is the Social Impact Manager for the Future Generation companies. Emily’s experience in the private and not-for-profit sector spans strategy, communications, research, international development and philanthropy. She has deep expertise in strategic philanthropy, social innovation and spent 10 years as foundation manager of the Vincent Fairfax Family Foundation prior to joining Wilson Asset Management in 2020. Emily has completed the Senior International Fellows Program at the City University of New York. She is a Director of Mundango Abroad, a private ancillary fund grantmaking in Papua New Guinea and a graduate of the Australian Institute of Company Directors.

    Martyn McCathie
    Martyn McCathie Head of Operations T + 61 2 9258 4917

    Martyn has significant experience in middle and back office operations gained in senior roles in Australia and Scotland. Previously, Martyn spent five years as a Senior Operations Manager at RARE Infrastructure. Prior to Rare Infrastructure Martyn also held positions with RBC Dexia IS in Sydney and RBS Trustee and Depositary Services in Edinburgh, Scotland.

    Andrew Finch
    Andrew Finch Senior Investment Operations Administrator BCom T + 61 2 9258 4919

    Andrew joined Wilson Asset Management in 2018 after working as an accountant with Colonial First State for nearly two years.

    Guy Miller
    Guy Miller Investment Operations Administrator BCom (Economics and Finance) T + +61 2 9247 6755

    Guy joined Wilson Asset Management in 2020 has experience in middle and back office operations after working in the listed registry team at Mainstream Fund Services.

    Jonathan Bush
    Jonathan Bush Wellness Manager BA (Sports Business) T + 61 2 9247 6755

    Jonathan has over 10 years’ experience in executive coaching and mentoring, workplace culture, people management and healthy active lifestyles. Jonathan joined Wilson Asset Management in 2019 as Wellness Manager. Previously, Jonathan spent seven years in London and the US working for Elle Macpherson as a life coach, personal trainer and mentor.

    Samantha Acret
    Samantha Acret Executive Assistant T + 61 2 9247 6755

    Samantha is the Executive Assistant to Geoff Wilson AO. Samantha has 15 years’ administration experience across the finance, IT management consulting and legal industries. Prior to joining Wilson Asset Management, Samantha worked at Apostle Asset Management in marketing and administration.

    Alice Masson
    Alice Masson Executive Assistant and Investment Team Assistant BDes (Hons) T + 61 2 9258 4901

    Alice is the Executive Assistant to Kate Thorley and provides administration assistance to the investment team. Before joining Wilson Asset Management in 2018, Alice worked in corporate access for Evans and Partners.

    Kristin Roberts
    Kristin Roberts Executive Assistant T + 61 2 9258 4928

    Kristin has over 15 years’ experience working in the finance industry supporting senior executives. Prior to joining Future Generation, she spent four years’ with Legatum Limited, a private investment firm based in Dubai, and has also held administration roles at Regal Funds Management, Lendlease, Lehman Brothers and Macquarie Group. 

    Emma-Marie Norena
    Emma-Marie Norena Corporate Receptionist/Executive Assistant T + 61 2 9247 6755

    Before joining Wilson Asset Management, Emma-Marie had nine years’ administration and customer service experience, supporting executives and management teams within various industries.

    Get in touch

    Get in touch.

    We enjoy talking to our shareholders, so should you have any questions, or would simply like to know more, we encourage you to get in touch.

    Email. info@wilsonassetmanagement.com.au
    Telephone. (02) 9247 6755

    Get in touch with us
    Our networks
    Contact your share registrar

    For matters related to your share holding, please contact our share registrar:

    Share "%ArticleName%"