Equities
Patrick Poke

Last time we heard from Wilson Asset Management's Lead Portfolio Managers, the mood was decidedly bearish. We were in the midst of a correction, and they, like many others, were questioning whether it was ‘the big one’. Fast forward six months, and the mood has picked up. What’s changed? According... Show More

Education
Catriona Burns

Management is a key factor in a stock's success. Given the relatively nimble nature of small to mid-cap companies, these businesses are particularly exposed to the positive or negative influence of their management teams' decision-making. Small to mid-cap investors should ensure they are well-informed of management's leadership skills, track record... Show More

Equities
Patrick Poke

Wilson Asset Management held their shareholder presentation in Sydney today. Chris Stott, Catriona Burns, and Matthew Haupt all took the stage this morning to share their view on the markets, their top themes, and a few stock ideas. Here are the highlights. Chris Stott Domestic economy Stott believes that it is still “below... Show More

Catriona Burns

It is a well-known fact that the portfolios of many Australian investors are not geographically diversified. In recent years, some investors have used passive funds to provide access to global markets. Noting the current US equity bull market recently passed its ninth anniversary, increasingly opportunities exist in identifying individual stocks... Show More

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