Wam Income Maximiser Limited · ASX:WMX
Wam Income Maximiser — WAM Global — H1 FY2024 Earnings Presentation
9 slides from Wam Income Maximiser's earnings presentation, March 2024
Slide 1: FY2024 Interim Results Webinar
W A/M Global FY2024 Interim Results Webinar Geoff Wilson AO Catriona Burns Nick Healy William Liu Chairman & Chief Lead Portfolio Manager Portfolio Manager Senior Investment Analyst Investment Officer
Slide 2: Disclaimer
Disclaimer W/A|M Global 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 to the accur
Slide 3: 12.0 cps 5.6 years 66.7 cps
5.6 years • 66.7 cps * +18.7% 12.0 cps 6.0 ** ^ 5.3% 7.6%
Slide 4: Current environment investment opportunities
ASX: WGB W|A|M Global “We believe the current environment provides us with a number of exciting investment opportunities in companies that can benefit across a range of economic outcomes with a catalyst to drive share price rerating.”
Slide 5: Undiscovered quality companies
W/A|M Global Undiscovered quality companies Diligent and deep research that focuses on meeting management teams and identifying quality companies. Undsedwet Exposure to Takes advantage of mispricing quality ()52ei¢ opportunities in the global global Seen equity market. companies Catalyst: a major ev
Slide 6: Investment opportunities presented by Artificial Intelligence
W|A|M Global Investment opportunities presented by Artificial Intelligence
Slide 7: Undiscovered quality companies
Undiscovered quality companies Digital enterprise INTUIT Intuit NASDAQ: INTU Booz | Allen | Hamilton Booz Allen Hamilton NYSE: BAH Electronic marketplace “Tradeweb Tradeweb Markets NASDAQ: TW Intercontinental Exchange NYSE: ICE W/A|M Global Critical infrastructure Ques Quanta Services NYSE: PWR Agpl
Slide 8: WAM Global investment portfolio
WAM Global investment portfolio W|A|M Global Top 20 holdings as at 31 January 2024 Alphabetical order Company Code Company Code Company Code Company Code @) Gallagher AJGUS eventim” EVDGR TLC ON) CLR US ISAP SAP GY QSavantor’ AVTRUS EWUS INTUIT NTUUS “PP Tecinoloctes TDY US ea Hieyunceyoucox Booz |
Slide 9: Q&A
W/A|M Global Q&A Get in touch e J O | n m O re info@wilsonassetmanagement.com.au than 85,000 resin weekly readers ©0000