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 19 investment professionals who offer a combined investment experience of more than 200 years.
We take great pride in managing eight LICs and the Wilson Asset Management Leaders Fund, and $5 billion in shareholder capital on behalf of 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.
We provide email updates from our Portfolio Managers and investment team, CIO and Chairman, timely market insights in the form of podcasts, articles and videos, in-person presentations, investor education materials and financial reporting.