WAM Global Ltd. · ASX:WGB
WAM Global — Corporate Update (June 2025)
13 slides from WAM Global's corporate update, June 2025
Slide 1: Investment update and Q&A webinar
W|A|M Global Investment update and Q&A webinar Catriona Burns Nick Healy William Liu Will Thompson Lead Portfolio Manager Portfolio Manager Deputy Portfolio Manager Investment Analyst
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: Performance summary
6.2 years ^^ 80.6 cps * +18.8% +16.4% p.a. ** ^ 5.4% 7.7%
Slide 4: Fully franked dividends
Fully franked interim dividend Fully franked final dividend Annualised fully franked interim dividend Special fully franked dividend
Slide 5: Global market outlook
Global market outlook
Slide 6: Global market outlook data
3.1% 3.3% 2.1% 1.1% 3.3% 3.2% 3.4% 3.6% 4.6% 21.9% 4.0% 10.5% 6.6% 7.9% 12.2% 66.2% 17.4% 12.7% 12.9%
Slide 7: Undiscovered quality companies
Undiscovered quality companies Identifying undervalued international growth companies with a catalyst. Undervalued quality global companies W|A|M Global Takes advantage of mispricing opportunities in the global market. Catalyst: a major event that alters the market’s perception of a company or its e
Slide 8: WAM Global Company Meetings
WAM Global Company Meetings W/A|M Global
Slide 9: Lottomatica & Alphawave @ Allfunds
LOTTOMatica & ALPHAWAVE @ allfunds ALPHAWAVE ; = SEMI MSs —
Slide 10: Stock picks
Stock picks W|A|M Global NASDAQ: INTU INTUIT INTUIT....
Slide 11: Top holdings
W/A|M Global Top 20 holdings iaphebetica ode At3IMay 2025 Company Code Company Code Company Code Company Code NN Adobe ADBE US © hemnet HEM SS. x4 Market Axess MKTX US SARA SAPGY ScMEGroup om [gd me MSCIG ss TRompriter ous 4 lod eventim EVD GR herrea DXX US @® QUANTA PWRUS TronsUnion® TRU US mara 7”
Slide 12: Q&A and Get in touch
Q&A Join more than 90,000 weekly readers W|A|M Global \ ’ Wilson Asset Management Get in touch info@wilsona management.com. (02) 9247 6755 www.wilsonassetmanagemen: t.com.au ©0000
Slide 13: Sign Our Petition Against the Superannuation Tax
’ Wilson \ Asset Management W|A|M Global Sign Our Petition Against the Superannuation Tax on Unrealised Gains