WAM Research — Investor Presentation (July 2011)

5 slides from WAM Research's investor presentation, Jul 20, 2011

Slide 1: Wilson Asset Management
Wilson Asset Management For personal use only 1
Slide 2: Superior Returns from Small to Mid Cap Sector
Superior Returns from Small to Mid Cap Sector For personal use only Small to Medium Listed Company Investment focus LIC Structure + Experienced benefits team Investment + Flexible + Tight cost Process Mandate control Superior long term = performance record 2
Slide 3: Our Funds
Our Funds For personal use only WAM Capital WAM Research WAM Active (WAM) (WAX) (WAA) Share price $1.56 $0.70 $1.01 Discount to NTA 7.5% 18.7% 9.1% Fully Franked 6.4% 8.6% 7.9% Dividend Yield 3
Slide 4: WAM Performance
WAM Performance For personal use only Since Inception 1 Yr 3 Yrs 5 Yrs 10 Yrs (Aug-99) % %pa %pa %pa %pa WAM Capital (WAM) +17.9% +14.0% +10.4% +16.3% +18.7% ASX All Ordinaries Accum Index +12.2% -0.2% +2.6% +7.4% +8.2% Outperformance +5.7% +14.2% +7.8% +8.9% +10.5%
Slide 5: Disclaimer
Disclaimer For personal use only This presentation has been prepared for use in conjunction with a verbal presentation and should be read in that context. Information for the graphs, charts and quoted indices contained in this presentation has been sourced from IRESS Market Technology, Macquarie Res