Wilson Asset Management


June 2017

ASX Code




31 October 2020

Gross assets
Equity exposure
Share price
Pre-tax net tangible assets
Fully franked full year dividend
Fully franked special dividend
Fully franked
dividend yield
Investment Portfolio Performance
(% p.a. since June 2017)
Investment Portfolio Outperformance
(% p.a. since June 2017)

Investment Portfolio Performance

Performance at 31 October 2020 Fin
1 yr Since inception
%pa (Jun-17)
WMI Investment Portfolio 23.0% 15.8% 21.3%
S&P/ASX Small Ordinaries Accumulation Index 6.2% -2.4% 7.2%
Investment Portfolio Outperformance 16.8% 18.2% 14.1%

Investment portfolio performance and index returns are before expenses, fees and taxes

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 40 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 over 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.

Linda Kiriczenko

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 Microcap Limited in June 2017.

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