WAM Global Ltd. · ASX:WGB
WAM Global — H1 FY2022 Earnings Presentation
7 slides from WAM Global's earnings presentation, Mar 2, 2022
Slide 1: Interim Results Webinar
\\ ’ Wilson £20 Makinga diff Asset Management = 2° SESETEE W|A|M Global The world’s most compelling undervalued growth companies. Dial in: 1800 590 693 Passcode: 412539 Interim Results Webinar Geoff Wilson AO Catriona Burns Chairman and Chief Investment Officer Lead Portfolio Manager Nick Healy Will
Slide 2: Disclaimer
Wilson Asset Management Disclaimer Wilson Asset Management and their related entities and each of their respective directors, officers and agents (together the Disclosers) have prepared the information contained in these materials in good faith. However, no warranty (express or implied) is made as t
Slide 3: Today's speakers
Wilson Asset Management Today’s speakers Geoff Wilson AO Catriona Burns Nick Healy William Liu Chairman and Chief Lead Portfolio Manager Portfolio Manager Equity Analyst Investment Officer
Slide 4: FY2022 interim results for the half year to 31 December 2021
W | A | M Global Wilson Asset Management FY2022 interim results for the half year to 31 December 2021 Investment portfolio performance’ Investment portfolio performance’ in the 2021 calendar year % % 50% 19.7% FY2022 fully franked interim dividend FY2022 fully franked interim dividend increase %X 5.
Slide 5: Increased fully franked dividends
Wilson Asset Management Increased fully franked dividends (© 12.0 II.o cents per share conts = @) per Yy “ annualised fully =o” _ @ franked interim .° _ oe 60 = dividend 7) 40 @ 10.0% increase on the 20 - O-FY2021 fully franked 00 - iS full year dividend 2018/19 2019/20 2020/21 2021/22* LL Bi interi
Slide 6: WAM Global top holdings with portfolio weightings
Wilson Asset Management WAM Global top 20 holdings with portfolio weightings ICON) Qs avantor: | FERGUSON VISA ; a 51% 4.5% : 4.1% 3.9% 3.7% Thermo Fi isher TransUnion Vi ZEBRA :Simply yGood Soncenrenx 3.2% 3.1% 3.1% 3.0% 3.0% QUANTA B BOOKING HOLDINGS ®) fisery 2.6% 2.4% 2.4% 2.3% STROER rs Gp — af
Slide 7: For personal use only
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