Wilson Asset Management

Listed

August 2003

ASX Code

WAX

 

 

30 September 2021

Gross assets
$258.3m
Equity exposure
89.5%
Share price
$1.765
Pre-tax net tangible assets
$1.27
Fully franked full year dividend
9.9c
Fully franked
dividend yield
5.6%
Investment Portfolio Performance
(% p.a. since July 2010)
16.8%
Investment Portfolio Outperformance
(% p.a. since July 2010)
7.2%

Investment Portfolio Performance

Performance at 30 September 2021 Fin
YTD
1 yr 3 yrs %pa 5 yrs %pa 7 yrs %pa Since change in investment
strategy %pa (Jul-10)
WAX Investment Portfolio 8.4% 37.3% 13.1% 10.7% 15.5% 16.8%
S&P/ASX All Ordinaries Accumulation Index 2.0% 31.5% 10.4% 10.8% 9.6% 9.6%
Investment Portfolio Outperformance 6.4% 5.8% 2.7% -0.1% 5.9% 7.2%

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

WAM Research Limited

WAM Research provides investors with exposure to a diversified portfolio of undervalued growth companies, which are generally small-to-medium sized industrial companies listed on the ASX. WAM Research’s investment objectives are to provide a stream of fully franked dividends and achieve a high real rate of return, comprising both income and capital growth, within acceptable risk parameters.

Growth of $10,000

Growth of $10,000

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).

John Abernethy

Director

John has over 36 years’ experience in funds management and corporate advisory. He spent ten years at NRMA Investments as Head of Equities managing portfolios. In 1994 he joined Poynton Corporate Limited as an Executive Director before forming Clime Investment Management Limited in 1996. John was also appointed Chairman of Clime Capital Limited in July 2009. He has a Bachelor of Law and Commerce from The University of New South Wales.

Julian Gosse

Director

Julian has spent the last 21 years of his career working as a Professional Director of Public Companies. Prior to that he was involved in the stockbroking, merchant banking and venture capital industries.

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 Research 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 Research Limited in November 2020.

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