June 2018
WGB
| Performance at 31 August 2021 | Fin YTD |
3 mths | 1 yr | Since inception %pa (Jun-18) |
| WGB Investment Portfolio | 5.7% | 8.2% | 30.4% | 13.9% |
| MSCI World Index (AUD) | 7.2% | 12.1% | 31.3% | 15.2% |
| Investment Portfolio Outperformance | -1.5% | -3.9% | -0.9% | -1.3% |
| MSCI World SMID (Small/Mid) Cap Index in AUD terms | 6.4% | 9.1% | 40.0% | 12.3% |
| Investment Portfolio Outperformance | -0.7% | -0.9% | -9.6% | 1.6% |
Investment portfolio performance is before expenses, fees and taxes to compare to the relevant index which is also before expenses, fees and taxes.
WAM Global provides investors with exposure to an actively managed diversified portfolio of undervalued international growth companies and exposure to market mispricing opportunities. WAM Global’s investment objectives are to deliver investors a stream of fully franked dividends, provide capital growth over the medium-to-long term and preserve capital.
Geoff Wilson has over 41 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 investment companies to deliver both investment and social returns, Future Generation Australia and Future Generation Global. Geoff holds a Bachelor of Science, a Graduate Management Qualification and is a Fellow of the Financial Services Institute of Australia and the Australian Institute of Company Directors (AICD). Geoff Wilson is currently Chairman of WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Research Limited, WAM Active Limited and the Australian Stockbrokers Foundation.
Gabrielle is a highly experienced non-executive director and advisor with over 25 years on public and private boards. Gabrielle’s executive career has spanned law, journalism, government and consultancy. Gabrielle is Chair of the National Film and Sound Archive and of Barnardos Australia, a Commissioner of the Australian Football League, and of the Australian Sports Commission, a member of the boards of Infrastructure Australia, OnePath Life Insurance and OnePath General Insurance (ANZ Group subsidiary boards), the ACT City Renewal Authority, and the Major Transport Infrastructure Board (VIC). Gabrielle holds a Bachelor of Laws, Master of Arts and is a Fellow of the Australian Institute of Company Directors (FAICD).
Kate Thorley has over 16 years’ experience in the funds management industry and more than 21 years of financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management (International) Pty Limited, director of WAM Capital Limited, WAM Global Limited, WAM Research Limited, WAM Leaders Limited, WAM Microcap Limited, WAM Active Limited, director and acting Chief Executive Office of Future Generation Australia and Future Generation Global. Kate 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 Graduate member of the AICD (GAICD).
Caesar is an international fund manager with 39 years’ investment experience gained primarily with Gabelli Funds, which manages more than US $40 billion. Caesar manages the GAMCO International Growth Fund and Gabelli Gold Fund. He is also a member of the global investment team which is responsible for the GAMCO Global Growth Fund and the Gabelli International Small Cap Fund. In addition, he is on the management team of the GAMCO Global Gold and Natural Resources & Income Trust and GAMCO Natural Resources, Gold & Income. He has been with GAMCO Investors, Inc. since 1994. Prior to joining GAMCO, Caesar was a portfolio manager at Lexington Management for seven years managing international and precious metals equity portfolios. Caesar began his investment career in 1979 at Samuel Montagu Company Ltd., the London based merchant bank. While at Samuel Montagu he spent two years at Aetna Life and Casualty in Hartford, Connecticut assisting in the management of their global equity fund. Caesar is a graduate of the University of Southampton, England and is a member of the English Bar.
Linda has over 15 years’ experience in financial accounting including more than 11 years in the funds management industry. As the Finance Manager of Wilson Asset Management (International) Pty Limited, Linda oversees finance and accounting and is also the Company Secretary for six listed investment companies, WAM Capital Limited, WAM Research Limited, WAM Active Limited, WAM Leaders Limited, WAM Microcap Limited and WAM Global Limited. Linda holds a Bachelor of Commerce and is a fully qualified CPA. She is a certified member of the Governance Institute of Australia. Linda was appointed Company Secretary of WAM Global Limited in June 2018.
Jesse is Chief Financial Officer at Wilson Asset Management and has over 10 years’ experience working in advisory and assurance services, specialising in funds management. As the Chief Financial Officer of Wilson Asset Management, Jesse oversees the finance, accounting and company secretary responsibilities for WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Alternative Assets Limited, WAM Research Limited and WAM Active Limited, in addition to Future Generation Australia and Future Generation Global. Prior to joining Wilson Asset Management, Jesse worked as Chief Financial Officer of an ASX listed company. Jesse previously worked as an advisor specialising in assurance services, valuations, mergers and acquisitions, financial due diligence and capital raising activities for listed investment companies. Jesse was appointed Joint Company Secretary of WAM Global Limited in November 2020.