Wilson Asset Management

Wilson Asset

Fund Manager

Established in 1997 by Geoff Wilson, we are an independently owned investment manager based in Sydney. Today, Wilson Asset Management is comprised of eight investment professionals who offer a combined investment experience of almost 100 years.


Wilson Asset Management November 2017 AGM & Shareholder Presentations

Wilson Asset Management

We're pleased to bring you the Wilson Asset Management investor presentation live from Sydney. A live stream of the AGMs and Shareholder Presentation will commence on Wednesday the 29th of November at 8:30am. The Wilson Asset Management investment team will provide an overview of the market, highlight interesting industry trends... Show More


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Ruralco waterworks

Wilson Asset Management

On Wednesday, Portfolio Manager Oscar Oberg attended Ruralco Holdings Limited’s (ASX: RHL) investor site day in Renmark, South Australia. The company showcased its investment in water and rural supplies businesses within the Riverland region. The company also announced a trading update, confirming that earnings in the second half of FY2017... Show More


6 stocks for FY2018

Wilson Asset Management

The Wilson Asset Management investment team has a number of micro, small-to-mid and large-cap companies we believe will deliver solid share price growth over the next 12-months. Show More


Flight Centre and the importance of culture

Wilson Asset Management

In recent weeks, US tech giant Uber released explosive details from an independent report into the company’s controversial and toxic culture. A four-month investigation followed claims by employees of widespread sexism, sexual harassment and bullying. Show More


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Downer unfairly sold down

Wilson Asset Management

Over the past six to nine months, small-cap companies have underperformed relative to their large-cap peers by 11%. Although a number of large-cap companies have seen their PE multiples expand over this period, we believe a significant component of this underperformance is due to an estimated $4-5 billion being stripped... Show More


Wilson Asset Management Shareholder Presentation - May 2017

Wilson Asset Management

We're pleased to bring you the Wilson Asset Management investor presentation live from Sydney. A live stream of the presentation will commence on Tuesday the 16th of May at 10:00am. The Wilson Asset Management investment team will provide an overview of the market, highlight interesting industry trends and discuss a... Show More

WAM Leaders announces maiden interim fully franked dividend and half yearly results

Wilson Asset Management

WAM Leaders Limited (ASX: WLE) today announced its maiden interim results, reporting an operating profit before tax of $24.2 million and an operating profit after tax of $17.8 million for the period since commencement of operations on 23 May 2016 to 31 December 2016. Show More


ResMed result a breath of fresh air

Wilson Asset Management

On Wednesday, sleep apnoea treatment manufacturer ResMed (ASX: RMD) revealed strong second quarter results including a 17% increase in revenue compared to the same period of the prior year. In announcing the results, ResMed chief executive Mick Farrell said the company was well positioned to adapt to the Trump administration’s... Show More

reporting season ASX: RMD

10 predictions for equities in 2017 - Part Two

Wilson Asset Management

With half yearly reporting commencing next week, it is pertinent to consider the outlook for the share market this year. In a two-part article, I consider the factors that will influence the share market in the year ahead and provide Wilson Asset Management’s predictions for Australian equities in 2017. If... Show More

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Integrated's positive diagnosis

Wilson Asset Management

Also on Wednesday, software diagnostics company Integrated Research Limited (ASX: IRI) released first-half FY17 earnings guidance. For the six-month period, the company said it expects to report revenue between $42.3 million and $44.0 million, up from the $39.4 million the previous year. The company advised the market that it expects... Show More


Lay by working for Afterpay

Wilson Asset Management

On Wednesday, online credit service company Afterpay Holdings Limited (ASX: AFY) provided a business update for the quarter ended 31 December 2016. Afterpay reported retail sales of over $100 million for Q2 FY17, up over 145% from the previous quarter. The company said it has continued to experience strong growth... Show More


Ardent: Getting ready for the main event

Wilson Asset Management

Last Friday, Ardent Leisure Group (ASX: AAD) provided a trading update for its Dreamworld and Main Event businesses. Despite seeing attendance numbers increase steadily since re-opening on 10 December 2016, Dreamworld’s unaudited revenue fell 63.0% to $3.66 million, versus $9.89 million recorded in December 2015. As we discussed at our... Show More


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Orora registers an acquisition

Wilson Asset Management

On Thursday, packaging company Orora Limited (ASX: ORA) announced it had signed a definitive agreement to acquire The Register Print Group for US$44 million (approximately AUD$59 million). Register Print is a full-service provider of point-of-purchase retail display products and sells to blue-chip retailers and brand owners in the US. In... Show More


Santos fuels new strategy

Wilson Asset Management

On Thursday, oil and gas company Santos Limited (ASX: STO) announced a new strategy to re-focus its business on its five key assets, PNG, LNG, GLNG, Cooper Basin, WA and Northern Australia at its Investor Day in Sydney. The company said its focus on these core assets reflects their materiality... Show More


Wilson Asset Management Investor Presentation - November 2016

Wilson Asset Management

We are pleased to bring you the Wilson Asset Management investor presentation live from Sydney. The live stream of the presentation is due to commence on Wednesday the 23rd of November at 11am. The Wilson Asset Management investment team will provide an overview of the market, highlight interesting industry trends... Show More


Future vintages look great for TWE

Wilson Asset Management

On Tuesday, winemaker Treasury Wine Estates (ASX: TWE) provided an update at the Company’s Annual General Meeting (AGM). TWE announced it will deliver at least $100 million in cost of goods sold (COGS) savings – up from previously announced $80 million by FY20. The company also expects cash synergies from... Show More


PMP printing money

Wilson Asset Management

On Friday, commercial printing company PMP Limited (ASX: PMP) announced it will merge with privately owned print and digital services provider IPMG Group. PMP Limited will acquire 100% of IPMG and issue new PMP shares to existing IPMG shareholders. Combined, IPMG shareholders will then hold a maximum 37% interest in... Show More

m&a australian equities ASX:PMP IPMG Group

Nearmap maps growth for the future

Wilson Asset Management

On Tuesday, aerial mapping business Nearmap Limited (ASX: NEA) announced its first quarter FY17 trading update, showing continued revenue growth in both its Australia and US businesses. Quarterly subscription revenue growth was up 39% to $9.2 million, with the Australian operation reporting organic revenue growth of 32%. The company has... Show More


There’s value emerging in the banks

Wilson Asset Management

Matt Haupt from Wilson Asset Management shares his view on the banks following the recent inquiry into the sector. Haupt says the only new information of any significance was with respect to how banks are setting interest rates. "The bank CEOs have performed very well in my opinion. They got... Show More

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Merger of the managers

Wilson Asset Management

On Tuesday, Henderson Group (ASX: HGG) announced its intention to merge with US-based Janus Capital Group in a reverse takeover. Each share of Janus will be exchanged for 4.719 newly issued shares in Henderson. The combined group Janus Henderson Global Investors will have assets under management of more than US$320... Show More


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