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
Tom Piotrowski speaks with Wilson Asset Management (WAM) CIO & Portfolio Manager, Chris Stott about the recent earnings season, including the best and worst performing sectors: Show More
Australia is experiencing below trend growth. This has not changed the appetite of investors as they continue to chase growth. Chris Stott of Wilson Asset Management explains “a lot of the companies that are growing are in the small to mid cap space, industrial space in particular, companies that are... Show More
Chris Stott, the CIO at Wilson Asset Management, in an interview with Morgans, says that Eclipx “are a strong, really well managed business by Doc Klotz and Garry McLennan, who are the two senior managers that were key to the growth at Flexigroup over the last 5 years. The stock’s... Show More
Chris Stott, CIO at Wilson Asset Management rates Blackmores as one of their “high conviction” calls. Stott says Blackmores “are in a real sweet spot at the moment” they’ve “got a fast growing Asian business which represents around 20-30% of group profits and a potential expansion into China over the... Show More
Chris Stott, CIO of Wilson Asset Management, says his current portfolio position reflects a cautious view on Australian equity market. “We are still seeing in the overall market downgrades to earnings and the market is trading on a PE above 16x – which is greater than two standard deviations above... Show More
Chinese long term approach is a positive for resources: Christ Stott, CIO, Wilson Asset Management. Resources stocks have underperformed in recent years on the back of fears of China coming to a hard landing and the slowdown of projects in Australia. In particular, companies in the smaller end of the... Show More