Fund In Focus: Wilson Asset Management

Chris Stott

Portfolio Manager

Wilson Asset Management (WAM) was founded in 1997 by Geoff Wilson. Since then, WAM has gone on to launch seven LIC’s with over $3 billion in shareholder capital. The flagship fund, WAM Capital, has delivered 17.5% p.a. since inception (August 1999), outperforming the ASX All Ords by 9.2% p.a.

Our 20-year track record has been backed by what we do best; buying undervalued growth companies when we see a catalyst that can change the valuation.

In our Fund In Focus below, we share our filters for assessing a LIC and discuss the different LICs offered at WAM.

 

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Chris Stott
Chris Stott
Portfolio Manager

Chris was the Chief Investment Officer of Wilson Asset Management, having joined the company in 2006. He was also the Portfolio Manager responsible for WAM Capital (ASX:WAM), WAM Research (ASX:WAX), WAM Active (ASX:WAA) and WAM MicroCap (ASX:WMI).

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