Portfolio Managers Oscar Oberg and Tobias Yao hosted the Wilson Asset Management Founders Fund Q&A Webinar, providing insights on the Fund and answering nearly 100 investor questions. On the call, they outlined the Fund’s strategy: leveraging Wilson Asset Management’s proven investment process to identify exceptional founder-led ASX-listed companies with strong fundamentals, clear shareholder alignment and a catalyst for the share price to re-rate.
Throughout the discussion, Oscar and Tobias highlighted successful founder-led investments including Afterpay (ASX: APT), Seven Group (ASX: SGH) and TUAS Limited (ASX: TUA), demonstrating how these companies have delivered strong long-term performance.
The webinar covered broader market dynamics, including how the Fund is positioned to take advantage of the next initial public offering (IPO) cycle and the benefits that a potential interest rate cut could have on small to mid-cap companies.
They also discussed what makes a great founder, why alignment of interest with shareholders and management is so important and Wilson Asset Management’s edge in identifying and backing these businesses.
This webinar is an essential watch for those interested in investing in the Fund.
You can read the full transcript here and watch the recording below.