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Wilson Asset Management

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Listed

August 2003

ASX Code

WAX

30 April 2024

Assets
$208.9m
Equity exposure
86.8%
Share price
$1.09
Pre-tax net tangible assets
$1.00
Interim dividend, 60% franked
5.0cps
Grossed-up
dividend yield
11.6%
Investment Portfolio Performance
(% p.a. since July 2010)
14.5%
Investment Portfolio Outperformance
(% p.a. since July 2010)
5.6%

Investment Portfolio Performance

Performance at 30 April 2024 Fin
YTD
1
yr
3 yrs
%pa
5 yrs
%pa
10 yrs
%pa
Since change in investment
strategy %pa (Jul-10)
WAM Research investment portfolio 24.7% 23.9% 8.1% 11.5% 13.0% 14.5%
S&P/ASX All Ordinaries Accumulation Index 10.8% 9.9% 7.1% 8.4% 8.1% 8.9%
Investment Portfolio Outperformance 13.9% 14.0% 1.0% 3.1% 4.9% 5.6%

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 a $10,000 investment since inception

Growth of a $10,000 investment since inception

Board of Directors

Geoff Wilson AO

Chairman

Geoff Wilson has over 43 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 and created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Australia Limited and Future Generation Global Limited. 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 WAM Strategic Value Limited.

Kate Thorley

Director

Kate Thorley has over 20 years’ experience in the funds management industry and more than 25 years of financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management, Director of WAM Capital, WAM Leaders, WAM Global, WAM Research, WAM Active, WAM Microcap and WAM Strategic Value. Kate is a Director of Future Generation Australia and Future Generation Global. Kate is a graduate member of the Australian Institute of Company Directors and is a Chartered Accountant.

John Abernethy

Director

John has over 40 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 25 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 19 years’ experience in financial accounting including more than 15 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 Joint Company Secretary for six listed investment companies, WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Research Limited and WAM Active 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 a Chartered Accountant with more than 16 years’ experience working in advisory and assurance services, specialising in funds management. As the Chief Financial Officer, Jesse oversees all finance and accounting of Wilson Asset Management (International) Pty limited. Jesse is Company Secretary for WAM Alternative Assets Limited and WAM Strategic Value Limited and Joint Company Secretary for WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Research Limited and WAM Active Limited, in addition to Future Generation Australia Limited and Future Generation Global Limited. Prior to joining Wilson Asset Management, Jesse worked as Chief Financial Officer of an ASX listed company, and also 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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