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 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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