Defensive stocks such as Ingenia (INA) have benefitted from the ageing population thematic in Australia
Defensive stocks such as Ingenia (INA) have benefitted from the ageing population thematic in Australia. Equity Analyst Mark Tobin (Wilson Asset Management) explains why he feels the market may have overlooked FKP Property in recent times due to a complicated structure that may have seen it placed in the too hard basket. Mark notes that the business has a new CEO with a mandate to clean up the structure and focus on a single story retirement living. The ink has barely dried on the recently released strategy, however, there is a precedent in the market for this model and the stock may well be off many investors radars. Follow the link for the full video interview:
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Wilson Asset Management has a track record of making a difference for shareholders and the community for 25 years and is the investment manager for eight LICs - WAM Capital (ASX: WAM), WAM Leaders (ASX: WLE), WAM Global (ASX: WGB), WAM Microcap (ASX: WMI), WAM Alternative Assets (ASX: WMA), WAM Strategic Value (ASX: WAR), WAM Research (ASX: WAX) and WAM Active (ASX: WAA) - and the Wilson Asset Management Leaders Fund. Wilson Asset Management invests over $5 billion on behalf of more than 130,000 retail investors. Wilson Asset Management created and is the lead supporter of the first LICs to deliver both investment and social returns: Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG).
Wilson Asset Management
Wilson Asset Management has a track record of making a difference for shareholders and the community for 25 years and is the investment manager for eight LICs - WAM Capital (ASX: WAM), WAM Leaders (ASX: WLE), WAM Global (ASX: WGB), WAM Microcap...
Wilson Asset Management
Wilson Asset Management has a track record of making a difference for shareholders and the community for 25 years and is the investment manager for eight LICs - WAM Capital (ASX: WAM), WAM Leaders (ASX: WLE), WAM Global (ASX: WGB), WAM Microcap...
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