At our Young Investor Evening, our Wilson Asset Management investment analysts were asked for their high-conviction stock picks by Equity Mates’ Bryce Leske and Alec Renehan.
Below are the top picks from the night, as selected by our investment analysts.
Anna Milne
Senior Investment Analyst
WAM Leaders (ASX: WLE)
Ramsay Health Care (ASX: RHC)
Ramsay Health Care Limited is an Australian multinational healthcare provider and hospital network. The company operates across Australia, Europe, the UK, and Asia, specialising in surgery, rehabilitation, and psychiatric care.
Hailey Kim
Investment Analyst
WAM Leaders (ASX: WLE)
Treasury Wine Estates (ASX: TWE)
Treasury Wine Estates is an Australian global winemaking and distribution business headquartered in Melbourne. It was formerly the wine division of international brewing company Foster’s Group.
Sam Koch
Senior Investment Analyst
WAM Capital, WAM Microcap, WAM Active, WAM Research (ASX: WAM, WMI, WAA, WAX)
Nick Scali (ASX: NCK)
Nick Scali Limited is a publicly listed Australian company that imports and retails furniture, including lounge suites, dining tables, coffee tables, chairs, and entertainment units.
William Liu
Senior Investment Analyst
WAM Global (ASX: WGB)
Genius Sports (NYSE: GENI)
Genius Sports is a sports data and technology company that provides data management, video streaming, and integrity services to sports leagues, bookmakers, and media companies.
Deni Hoxha
Investment Analyst
WAM Alternative Assets (ASX: WMA)
Distressed/Opportunistic Investing
WAM Alternative Assets invests across a range of strategies including private equity, infrastructure, real assets, private debt and real estate. The team have recently been focused on private equity opportunities, underpinned by strong investment themes with long-term tailwinds, such as digitalisation, the growing ageing population, increasing demand for food and the energy transition.
Deni also provided insight into a private markets investment strategy known as ‘distressed/opportunistic’ investing. This strategy involves acquiring undervalued or financially troubled assets, such as real estate, companies, or debt, with the aim of restructuring or repositioning them for future profit, capitalising on market inefficiencies or distressed conditions to generate high returns.
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