During the WAM Capital (ASX: WAM), WAM Microcap (ASX: WMI), WAM Research (ASX: WAX) and WAM Active (ASX: WAA) FY2025 Interim Results Q&A webinar, Lead Portfolio Manager Oscar Oberg and Portfolio Manager Tobias Yao:
- Provided in-depth analysis of the key themes they are seeing in the small to mid-cap space and those shaping the investment portfolio in FY2025, including the impact of Trump and the breakthroughs in artificial intelligence.
- Presented the FY2025 interim results
- Provided an update on the investment portfolio and answered almost 100 shareholder questions in an extended Q&A session.
- Covered the themes shaping the investment portfolios in FY2025
- Discussed the importance of a balanced portfolio to navigate the volatility that was experienced during the most recent reporting season and how it allowed them to outperform the rest of the market during that period.
- Shared their market outlook and stock analysis on companies including A2 Milk (ASX: A2M), Temple & Webster (ASX: TPW), Tuas (ASX: TUA), Myer (ASX: MYR), EML Payments (ASX: EML), Eagers Automotive (ASX: APE) and Beacon Lighting (ASX: BLX).
Read the full transcript here and watch the recording below.
