Wilson Asset Management enters the global equities arena

Peter Rae

Independent Investment Research

Wilson Asset Management has launched the offer for its new global listed investment company, WAM Global Limited. The LIC will invest in a portfolio of international equities utilising its proprietary Research-Driven and Market-Driven stock selection processes. Whilst Wilson Asset Management does not have a track record in global equities, WAM Global Portfolio Manager, Catriona Burns, has solid international experience and a working knowledge of the Wilson Asset Management investment process having worked for the fund manager in its early days. The WAM investment process has a track record of delivering strong performance over many years. The IIR rating for WAM Global is “Recommended”. Refer to our full report for further details.


Peter Rae
Independent Investment Research

Peter has 35 years’ experience in the banking and finance industry, including 15 years as an equities analyst. Peter was a sector head in the equities research team at Morningstar with a focus on consumer and industrial companies.

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