wilson asset management

Microcap Fund Review FY18

Mark Tobin

FY18 was a strong year for both microcap and small caps indexes. Once again, microcaps significantly outperformed large caps. The S&P/ASX All Ordinaries Accumulation Index returned 13.7% for FY18 a healthy return. In contrast, the S&P/ASX Emerging Companies Index posted a stellar return of 23.2% for FY18. Leading to an... 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 Roadshow Presentation – April 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 Monday the 11th of April at 10am. The Wilson Asset Management investment team will provide an overview of the market, highlight interesting industry trends... Show More

Wilson Asset Management Roadshow Presentation – November2015

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 Tuesday the 24th of November at 11am. The Wilson Asset Management investment team will provide an overview of the market, highlight interesting industry trends... Show More

Eclipx Group (ASX:ECX): A new vehicle in the hands of experienced drivers

Wilson Asset Management

We are currently following vehicle fleet leasing, fleet management and diversified financial services company Eclipx Group Limited (ASX:ECX), which listed in April. The company’s management team is highly respected and, given its track record at Flexigroup, should perform well in their new roles. Eclipx has three divisions; Australian Commercial; Australian... Show More

Wilson Asset Management says Blackmores is a high conviction holding

Livewire Equities

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