WAM Leaders: Market opportunities and outlook

Matthew Haupt

Wilson Asset Management

At WAM Leaders we focus on the larger companies listed on the ASX. The story from this part of the market remains one of challenging top line growth and a focus on cost out. The good news is that management teams appear to have a good handle on costs and are doing a reasonable job in challenging circumstances. We think large companies that are achieving mid single digit earnings growth is a decent result in this economy. Going into August we we’re about 80% invested, however, we have been raising cash levels in anticipation of a difficult period for markets over the next few months. In this video I discuss the market opportunities we have identified and why we’re cautious on the outlook.


4 stocks mentioned

Matthew Haupt
Lead Portfolio Manager
Wilson Asset Management

Matthew has more than 15 years’ experience in the investment industry working as both a portfolio manager and analyst. Matthew is the Lead Portfolio Manager responsible for WAM Leaders.

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