WAM Alternative Assets Ltd · ASX:WMA
WAM Alternative Assets — H1 FY2022 Earnings Presentation
12 slides from WAM Alternative Assets's earnings presentation, Mar 4, 2022
Slide 1: Interim Results Webinar
For personal use only Dial in: 1800 590 693 Passcode: 978975 Interim Results Webinar Geoff Wilson AO Dania Zinurova Wilson Asset Management Chairman and Portfolio Manager Chief Investment Officer WAM Alternative Assets Director Roger Lloyd Palisade Investment Partners Chief Executive Officer
Slide 2: Disclaimer
For personal use only Disclaimer Wilson Asset Management and its related entities and each of the 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
Slide 3: FY2022 interim results
FY2022 interim results For personal use only Investment portfolio performance in the 2021 Investment portfolio performance since appointment calendar year* of Wilson Asset Management per annum* 17.6% 17.1% FY2022 fully franked interim dividend increase Annualised fully franked interim dividend +100%
Slide 4: Asset exposure as at December 2021
Asset exposure as at 31 December 2021 For personal use only Value as at 31 December 2021 Real assets: 41.0%* Portfolio structure $m % Private equity: 29.4% Real assets 96.8 41.0 Real estate: 5.8% Private equity 69.5 29.4 Cash: 23.8%^ *Real assets includes: Real estate 13.8 5.8 Water Rights: 34.8% Ca
Slide 5: Top holdings
Top holdings For personal use only Real assets Private equity Real estate A leading developer of Water Fund A manufacturer of utility-scale battery Pioneer and leading premium condiments, energy storage projects non-irrigator water desserts and beverages in the US investor in Australia Strategic Aus
Slide 6: New investment partners
New investment partners For personal use only We were pleased to finalise commitments with Palisade Investment Partners for $15 Specialist Boutique real Mid-market private million, Barwon Property infrastructure estate fund equity firm Funds Management for $15 fund manager manager million and Adaman
Slide 7: WAM Alternative Assets Investment Universe
Timber 7 & Extracted eS ea pimpin S Resources pa ie , Network Utilities Office | Multi-family Becvetrial = Environmental Services & Agriculture W|A|M Alternative Assets Investment Universe SS bh | = a>: Seeeration X-Renewables & RenewablePower
Slide 8: The golden circle
The golden circle For personal use only Why – the purpose Democratise alternative investing and provide access to retail investors to investment opportunities which they otherwise cannot access due to large ticket sizes, complexity of the asset class, information inefficiency in the market and often
Slide 9: Megatrends
Megatrends For personal use only Megatrends are defined as macroeconomic changes we are seeing on a global scale that are transforming economies, businesses and societies. WAM Alternative Assets focuses on four key megatrends including: digitalisation, demographical shifts and ageing populations, cl
Slide 10: WAM Alternative Assets reduced volatility to traditional equities
WAM Alternative Assets reduced volatility to traditional equities For personal use only Growth of a $10,000 investment since appointment of Wilson Asset Management (October 2020) Omicron COVID-19 variant $18,000 $17,000 Russia/Ukraine conflict and US Fed $16,000 signals rate rises ahead $15,000 $14,
Slide 11: Roger Lloyd, Palisade Investment Partners
Roger Lloyd, Palisade Investment Partners For personal use only Roger has over 25 years experience across funds management and investment banking. He joined Palisade in 2008 and was appointed Managing Director in January 2014. Roger is a member of Palisade’s Board of Directors and responsible for th
Slide 12: Investor Q&A
For personal use only Investor Q&A Join more than 70,000 weekly readers www.wilsonassetmanagement.com.au Get in touch info@wilsonassetmanagement.com.au (02) 9247 6755
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