Wilson Asset Management

Listed

June 2017

ASX Code

WMI

 

 

30 June 2019

Gross assets
$188.2m
Equity exposure
87.3%
Share price
$1.4
Pre-tax net tangible assets
$1.32
Fully franked
annualised interim dividend
4.5c
Annualised dividend yield
3.6%
Performance
(% p.a. since June 2017)
17.8%
Outperformance
(% p.a. since June 2017)
5.8%

WAM Microcap Limited

WAM Microcap provides investors access to a portfolio of undervalued micro-cap growth companies with a market capitalisation of less than $300 million at the time of acquisition. WAM Microcap also provides exposure to relative value arbitrage and market mispricing opportunities. WAM Microcap’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

Non-independent 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.

Jacqueline Sullivan

Independent Director

Jacqui has 30 years’ funds management experience gained in a number of senior executive roles across the Australian and global AMP Capital businesses. In that time, Jacqui led global distribution of AMP Capital with a focus on expansion into Asia, North America and Europe. As Head of Product, Jacqui led the development of range of multi-manager products, listed funds, real assets and hedge funds. Jacqui holds a Bachelor of Science, MBA, Graduate Diploma of Applied Finance and Investment and is a Graduate of the Australian Institute of Company Directors (AICD).

Kate Thorley

Non-independent 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.

Chris Stott

Director

Chris has more than 17 years’ experience in the funds management industry. Chris worked with Wilson Asset Management for 12 years, which included eight years as Chief Investment Officer responsible for the management of the investment team and portfolios. Prior to that he worked at Challenger for five years in various research and administrative roles specialising in Australian equities. He holds a Bachelor of Business from the University of Technology, Sydney and a Graduate Diploma in Applied Finance and Investment. He is a member of the Australian Institute of Company Directors and is also currently a Director on the WAM Capital Limited Board.

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