Wilson Asset Management


August 2003

ASX Code




31 August 2020

Gross assets
Equity exposure
Share price
Pre-tax net tangible assets
Fully franked full year dividend
Fully franked
dividend yield
Investment Portfolio Performance
(% p.a. since July 2010)
Investment Portfolio Outperformance
(% p.a. since July 2010)

Investment Portfolio Performance

Performance at 31 August 2020 Fin
1 yr 3 yrs %pa 5 yrs %pa 7 yrs %pa Since change in investment
strategy %pa (Jul-10)
WAX Investment Portfolio 14.8% 3.9% 7.7% 11.1% 13.3% 15.1%
S&P/ASX All Ordinaries Accumulation Index 4.7% -3.5% 6.7% 7.9% 7.2% 8.1%
Investment Portfolio Outperformance 10.1% 7.4% 1.0% 3.2% 6.1% 7.0%

Investment portfolio performance and index returns are 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 rising 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


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


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.

John Abernethy


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


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

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.

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