The Rules of Investing: Geoff Wilson and his love affair with LICs

Livewire Exclusive

New LIC floats have become a regular feature on the ASX over the last few years, but it's not always been that way. Wilson Asset Management listed its first LIC in 1999, so Geoff Wilson's seen all this before. In today's podcast, we have an in depth chat with Geoff about picking stocks, buying LICs, and finding great fund managers.

"Over my time in the industry, I've learned that the greatest correlation of a share price with anything is with earnings per share growth."

Tune in to hear Geoff share the story of their investment in ABC Learning, and more importantly, how he and Matthew Kidman knew it was time to sell when the share price was close to its peak. He also discusses how investors can access one of the world's most accomplished investors, while only paying 80 cents on the dollar for the privilege.


Livewire Exclusive

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

Expertise

Comments

Please sign in to comment on this wire.