Wilson Asset Management

Listed

May 2016

ASX Code

WLE

 

 

30 June 2021

Gross assets
$1,225.8m
Equity exposure
96.9%
Share price
$1.590
Pre-tax net tangible assets
$1.44
Fully franked
annualised interim dividend
7.0c
Fully franked
dividend yield
4.4%
Investment Portfolio Performance
(% p.a. since May 2016)
14.9%
Investment Portfolio Outperformance
(% p.a. since May 2016)
4.5%

Investment Portfolio Performance

Performance at 30 June 2021 3 mths 1 yr 3 yrs %pa Since inception
%pa (May-16)
WLE Investment Portfolio 7.6% 37.0% 16.0% 14.9%
S&P/ASX 200 Accumulation Index 8.3% 27.8% 9.6% 10.4%
Investment Portfolio Outperformance -0.7% 9.2% 6.4% 4.5%

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

WAM Leaders Limited

WAM Leaders provides investors with exposure to an active investment process focused on identifying large-cap companies with compelling fundamentals, a robust macroeconomic thematic and a catalyst. The Company’s investment objectives are to deliver a stream of fully franked dividends, provide capital growth over the medium-to-long term and preserve capital.

Board of directors

Geoff Wilson AO

Chairman

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.

Kate Thorley

Director

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).

Melinda Snowden

Director

Melinda’s qualifications and accreditations include: Bachelor of Economics and Bachelor of Laws, Graduate Diploma in Applied Finance and Investment, Graduate of the AICD and Fellow of FINSIA. Melinda was an investment banker with Grant Samuel, Merrill Lynch and Goldman Sachs in Australia and New York, with 26 years’ experience in financial markets. Melinda was a non-executive Director of MLC Limited, the wealth management division of NAB and a number of its associated boards between 2009 and 2014 and is a former non-executive Director of Vita Group Limited, an ASX listed electronics and telecommunications retailer (between 2008 and 2011).

Lindsay Mann

Director

Lindsay has more than 45 years’ financial services experience. He was formerly Chairman of Premium Investors Pty Limited (formerly Premium Investors Limited). Prior to that Lindsay was CEO (Singapore) and Regional Head Asia for First State Investments, the Asian business of Colonial First State Global Asset Management. Prior to this, Lindsay was CEO of AXA Investment Managers in Hong Kong. He is a Fellow of the Institute of Actuaries of Australia and a Graduate member of the Australian Institute of Company Directors. Lindsay has been a Director of the Company since March 2016. Lindsay Mann is currently an independent non-executive director of Uniting Ethical Investors Limited, an independent Director of WAM Capital Limited (appointed December 2012), Wealth Defender Equities Pty Limited (appointed October 2018) and Century Australia Investments Pty Limited (appointed March 2019).

Ross Finley

Director

Ross has over 40 years’ experience in the Australian Financial Markets with a focus on Australian Equities and Australian Property Management. He was employed at Bankers Trust Australia from 1981 to 1996. He is also currently a director of Ironbark Capital Limited, an absolute return investment company.

Linda Kiriczenko

Joint Company Secretary

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 Leaders Limited in May 2016.

Jesse Hamilton

Joint Company Secretary

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 Leaders Limited in November 2020.

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