In the WAM Capital (ASX: WAM), WAM Microcap (ASX: WMI), WAM Research (ASX: WAX) and WAM Active (ASX: WAA) FY2026 Interim Results webinar, Lead Portfolio Manager Oscar Oberg and Portfolio Manager Tobias Yao:
- Presented the FY2026 interim results across the four LICs, including performance and movements in premiums to net tangible assets (NTA).
- Discussed the current landscape for small-cap investing, including the impact of geopolitical risks, interest rates and AI-driven market shifts.
- Highlighted key portfolio positions and opportunities within small-cap companies with strong fundamentals.
- Outlined portfolio strategy and positioning through recent market volatility.
- Answered shareholder questions and shared insights on the outlook for small caps and future investment opportunities.
Read the full transcript, view the slides, and watch the recording below.
