Watch the recording of our 2026 Shareholder Presentations

Watch the recording of our
2026 Shareholder Presentations

Thank you to everyone who joined us at our recent Shareholder Presentations. We hope you enjoyed hearing from the investment team and how they are strategically positioning the investment portfolios for the upcoming year.

If you were unable to attend or would like to revisit the sessions, you can watch the full presentation and view the slides.

Geoff Wilson AO
Chairman and Chief Investment Officer
Lead Portfolio Manager
WAM Strategic Value (ASX: WAR)

• The power of compounding and why staying invested creates more value than trying to time the market
• Why managing emotions is critical to long-term investing
• Where he is seeing value today amongst LICs trading at discounts to NTA

Watch Geoff’s presentation.

Matthew Haupt
Lead Portfolio Manager
WAM Leaders (ASX: WLE)

• The use of historical analogues and why current comparisons to the 1970s oil crisis may be overstated
• The outlook for inflation, interest rates and growth in Australia
• Key opportunities across energy, LNG and volatility-driven markets

Watch Matthew’s presentation.

Catriona Burns
Lead Portfolio Manager
WAM Global (ASX: WGB)

• How artificial intelligence (AI) is reshaping global markets and accelerating change
• Why recent sell-offs are creating opportunities in quality companies
• Long-term themes including AI, healthcare and critical infrastructure

Watch Catriona’s presentation.

Oscar Oberg
Lead Portfolio Manager
WAM Capital (ASX: WAM)
WAM Microcap (ASX: WMI)
WAM Research (ASX: WAX)
WAM Active (ASX: WAA)

• Why this is one of the most challenging markets in years and how the team are leaning into current dislocation
• How short-term panic can lead to missed long-term gains
• Where they are finding high-conviction opportunities today

Watch Oscar’s presentation.

Damien Boey
Portfolio Strategist
WAM Income Maximiser (ASX: WMX)

• How WMX has exceeded its income and return targets in year one
• The benefits of blending debt and equity for consistent income
• The opportunities emerging as interest rates approach their peak

Watch Damien’s presentation.

Nick Kelly
Portfolio Manager
WAM Alternative Assets (ASX: WMA)

•  How private equity creates value through acquisition, improvement and exit
• The J-curve and why returns are realised later in the investment cycle
• How alternatives and opportunities in private markets can improve diversification and portfolio resilience

Watch Nick’s presentation.