Wilson Asset Management

Listed

May 2016

ASX Code

WLE

 

 

30 September 2019

Gross assets
$1,018.20m
Equity exposure
90.9%
Share price
$1.15
Pre-tax net tangible assets
$1.28
Fully franked full year dividend
5.65c
Fully franked
dividend yield
5.10%
Performance
(% p.a. since May 2016)
12.70%
Outperformance
(% p.a. since May 2016)
1.40%

WAM Leaders Limited

WAM Leaders provides investors with diversified exposure to a portfolio of undervalued growth companies within the S&P/ASX 200 Index and exposure to market mispricing opportunities in large-cap companies. 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 has over 39 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 Limited and Future Generation Global Investment Company Limited. Geoff is Chairman 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

Director

Kate has over 14 years’ experience in the funds management industry and more than 20 years of financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management (International) Pty Limited, Director of WAM Research Limited, WAM Active Limited, WAM Leaders Limited, WAM Microcap Limited, WAM Global Limited and Future Generation Investment Company Limited. Kate is the Company Secretary of Future Generation Global Investment Company Limited. She 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 member of the Australian Institute of Company Directors.

Melinda Snowden

Director

Melinda is a Director of Kennards Self Storage Pty Limited, Mercer Investments (Australia) Limited and a Council member of Newington College. During her executive career, Melinda was an investment banker with Grant Samuel, Merrill Lynch and Goldman Sachs in Australia and New York.

Lindsay Mann

Director

Lindsay has more than 40 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 December 2012. Lindsay Mann is currently an independent non-executive director of UCA Funds Management Limited and an independent Director of WAM Leaders Limited (appointed March 2016).

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 Vo

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.

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