ASX:WAM

13 LICs at a discount

Peter Rae

In its latest LMI Monthly Update Independent Investment Research discusses why LICs trade at a discount to NTA and highlights 13 LICs trading a discount of more than 5% to pre-tax NTA. It discusses some of the reasons LICs trade at a discount and looks at some potential catalysts for... Show More

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The Rules of Investing: Geoff Wilson and his love affair with LICs

Livewire Exclusive

New LIC floats have become a regular feature on the ASX over the last few years, but it's not always been that way. Wilson Asset Management listed its first LIC in 1999, so Geoff Wilson's seen all this before. In today's podcast, we have an in depth chat with Geoff... Show More

Key stocks and ideas from the WAM presentation

Patrick Poke

Wilson Asset Management held their shareholder presentation in Sydney today. Chris Stott, Catriona Burns, and Matt 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. Show More

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Wilson Asset Management Shareholder Presentation - May 2018

Wilson Asset Management

We're pleased to bring you the Wilson Asset Management shareholder presentation live from Sydney. A live stream of the presentation will commence at 10:00am on Tuesday, 15 May. Members of the Wilson Asset Management investment team will provide an overview of the Australian and global equity markets, highlight interesting investment... Show More

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12-month LIC returns remain positive despite falls in March quarter

Peter Rae

In its latest Monthly LMI Update, Independent Investment Research takes a look at listed managed investment returns for the past quarter and 12 months and highlights the best performing LICs/LITs over the past five years. We also highlight the five largest discounts and premiums to pre-tax NTA and take a... Show More

10 high yield LICs

Peter Rae

In its latest LMI Monthly Update, Independent Investment Research takes a look at the recent listed investment company reporting season which saw a majority of LICs report higher earnings and many pay higher dividends to their shareholders. We also highlight the top 10 yielding LICs under our coverage and discuss... Show More

MCP Master Income Trust: A focus on fixed income

Peter Rae

Independent Investment Research has initiated coverage of MCP Master Income Trust (ASX:MXT), a listed investment trust that invests in a diversified portfolio of loans to Australian companies. It does so through investments in several wholesale funds managed by Metrics Credit Partners (MCP), an Australian debt-specialist fund manager with significant direct... Show More

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Sectors and stocks on our radar right now

Chris Stott

Expectations of accelerated interest rate rises sent equity markets into a tailspin in February, impacting the first quarter and setting the tone for the calendar year. The good news is that it’s not all doom and gloom and investors can look to the media and retail sectors for opportunities over... Show More

Listed Managed Investments: Quarterly Review

Peter Rae

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 43 listed investment companies, listed investment trusts and exchange traded managed funds including commentary, investment views and ratings. We have coverage across a number of sectors and investing strategies and provide insight into performance, discounts... Show More

Wilson Asset Management weekly: Rio Tinto

Chris Stott

US President Donald Trump's decision to impose tariffs on China on Thursday caused heightened concerns that a trade war could escalate, hurting global growth. The S&P/ASX All Ordinaries Accumulation Index fell on the news, to close down 2.1% for the week. President Trump said exemptions from US tariffs may only... Show More

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Wilson Asset Management weekly: Nine Entertainment

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed up 0.2% in February, an almost flat close to a turbulent month and leading into a weak start to March. Heightened volatility in early February arising from concerns over the prospect of accelerated interest rate rises faded as the month continued. A slightly... Show More

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Wilson Asset Management weekly: Positive sentiment returns | Spotlight on Aveo Group

Chris Stott

After what many would describe as a ‘bloodbath’ in the market, positive sentiment returned this week, with the S&P/ASX All Ordinaries Accumulation Index closing up 1.4%. The US Dow Jones Industrial Average recovered almost all of its losses from last week, leading the charge in global markets. We believe there... Show More

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Livewire Summer School: Going with the flow

Marcus Padley

There is Fundamental analysis and there is Technical analysis. A lot of investors think it ends there. But there is another body of analysis that is essential to the process which is not so obvious, analysis that any fund manager in the small and mid-cap space must master and respect. Show More

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Listed Managed Investments: Quarterly Review

Peter Rae

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 42 listed investment companies, listed investment trusts and Active ETFs including commentary, investment views and ratings. We look across a number of sectors and investing strategies and provide insight into performance, discounts and premiums to... Show More

A big year for LICs

Peter Rae

2017 was an exceptional year for new listed investment company and listed investment trust raisings, with 14 new entities raising a total of $4.2bn via initial public offers. This significantly exceeded the funds raised by new LIC/LIT offers in the previous two years and lifted the total number of LICs... Show More

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Wilson Asset Management weekly: Origin and Appen

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed up 0.2% for the week. The Australian market again breached the 6,000 mark on Wednesday, while the US market continues to make all time record highs. The surprise announcement of a banking royal commission by the federal government on Thursday weighed on the... Show More

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Themes and stocks from the WAM Funds’ portfolios

Patrick Poke

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their views on the Australian economy, mining services, and retail. He also discusses a company that hadn’t received a visit from an analyst in two years. Show More

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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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Wilson Asset Management weekly: Mineral Resources and Boom Logistics

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed up 0.4% for the week. The resources and mining services sectors continue to drive the market higher. Show More

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Wilson Asset Management weekly: Reckon and Incitec Piviot

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed down 0.7% for the week. On Wednesday, the Westpac-Melbourne Institute index of consumer sentiment fell 1.7% in November. On Thursday, data from the Australian Bureau of Statistics (ABS) reported Australia’s unemployment rate fell to a near five-year low. Show More

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