In the WAM Active (ASX: WAA) FY2026 Interim Results webinar, Lead Portfolio Manager Oscar Oberg and Deputy Portfolio Manager Shaun Weick discuss the Company’s recent outperformance, speaking to the investment process that has delivered WAM Active’s strongest six-month investment portfolio performance since inception in 2008. They also provide a FY2026 market update, sharing the themes shaping the investment strategy alongside top stock picks.
Oscar provides an update on WAM Active’s journey over recent years, acknowledging the challenges experienced since 2022 and outlining how the investment approach has adapted through changing market conditions. He explains the portfolio’s increased exposure to resources and why this shift has supported performance.
Shaun details the drivers of WAM Active’s strong performance over the past 12 months, highlighting nimble sector allocation, active risk management and the portfolio’s positioning in response to macroeconomic developments such as interest rate moves. He also shares how the team is actively rotating the portfolio to capture upside during volatility, and identified key themes the investment team is targeting for future returns including energy, AI, and critical minerals, alongside examples of stock selections and the investment thesis behind them.
Read the full transcript, view the slides, and watch the recording below.
