Wilson Asset Management



January 2008

ASX Code


30 April 2024

Equity exposure
Share price
Pre-tax net tangible assets
Annualised interim
fully franked dividend
dividend yield
Investment Portfolio Performance
(% p.a. since January 2008)
Investment Portfolio Outperformance
(% p.a. since January 2008)

Investment Portfolio Performance

Performance at 30 April 2024 Fin
3 yrs
5 yrs
10 yrs
Since inception
%pa (Jan-08)
WAM Active investment portfolio 22.2% 22.7% 3.5% 7.2% 9.1% 10.7%
Bloomberg AusBond Bank Bill Index (Cash) 3.6% 4.2% 2.2% 1.5% 1.8% 2.9%
Investment Portfolio Outperformance 18.6% 18.5% 1.3% 5.7% 7.3% 7.8%
S&P/ASX All Ordinaries Accumulation Index 10.8% 9.9% 7.1% 8.4% 8.1% 5.6%
Investment Portfolio Outperformance 11.4% 12.8% -3.6% -1.2% 1.0% 5.1%

Investment portfolio performance is before expenses, fees and taxes to compare to the relevant indexes which are also before expenses, fees and taxes.

WAM Active Limited

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. WAM Active’s investment objectives are to deliver a regular income stream via fully franked dividends, provide a positive return with low volatility, after fees, over most periods of time, and to preserve capital.

Growth of a $10,000 investment since inception

Growth of a $10,000 investment since inception

Board of directors

Geoff Wilson AO


Geoff Wilson has over 43 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 and created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Australia Limited and Future Generation Global Limited. 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 WAM Strategic Value Limited.

Kate Thorley


Kate Thorley has over 20 years’ experience in the funds management industry and more than 25 years of 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 WAM Strategic Value. Kate is a Director of Future Generation Australia and Future Generation Global. Kate is a graduate member of the Australian Institute of Company Directors and is a Chartered Accountant.

Karina Kwan


Karina Kwan is a non-executive director of several boards. Her board contribution includes strategic, financial and risk-governance expertise, leveraging over 35 years’ experience in financial services. Karina has led an accomplished executive career, including the roles of Chief Financial Officer of Citi Australia & New Zealand, and General Manager/CFO of the corporate center divisions of the Commonwealth Bank of Australia. Karina holds a Bachelor of Economics (University of Sydney), is a Fellow Certified Practicing Accountant of CPA Australia, and a Graduate of the Australian Institute of Company Directors. Karina formerly served on the Board of Advice of the University of Sydney Business School. She currently serves on the advisory board of a number of fintech startups.

Simon Poidevin


Simon Poidevin has worked in global financial markets for over 39 years, spending 14 years with Citigroup, culminating in heading the firm’s Corporate Equity Broking division in Australia. Simon was previously Managing Director, Corporate Broking at Bell Potter Securities Limited from 2013 to 2020. He is currently a non-executive Director of Stealth Global Holdings Limited (ASX: SGI), an Advisory Board Member of leading Safe Harbour insolvency firm Wexted Advisors and a board member of the UNSW Foundation. Simon holds a Bachelor of Science (Hons) and represented Australia in Rugby Union from 1980 to 1992, captaining the Wallabies in 1986 and 1987 and becoming the first Wallaby to play 50 tests. He was inducted into the Sport Australia Hall of Fame in 1991 and the Australian Rugby Hall of Fame in 2014.

Linda Kiriczenko

Joint Company Secretary

Linda has over 19 years’ experience in financial accounting including more than 15 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 Joint Company Secretary for six listed investment companies, WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Research Limited and WAM Active 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 Active Limited in February 2016.

Jesse Hamilton

Joint Company Secretary

Jesse is a Chartered Accountant with more than 16 years’ experience working in advisory and assurance services, specialising in funds management. As the Chief Financial Officer, Jesse oversees all finance and accounting of Wilson Asset Management (International) Pty limited. Jesse is Company Secretary for WAM Alternative Assets Limited and WAM Strategic Value Limited and Joint Company Secretary for WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Research Limited and WAM Active Limited, in addition to Future Generation Australia Limited and Future Generation Global Limited. Prior to joining Wilson Asset Management, Jesse worked as Chief Financial Officer of an ASX listed company, and also 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 Active Limited in November 2020.

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