Wam Income Maximiser Limited · ASX:WMX
Wam Income Maximiser — Wilson Asset Management — Investor Presentation (July 2024)
19 slides from Wam Income Maximiser's investor presentation, July 2024
Slide 1: LIC snapshot
LIC snapshot to our latest news and insights W/A|M Capital The most compelling undervalued growth opportunities in the Australian market W|A|M Leaders Actively investing in the highest quality Australian companies WIA|M Global The world’s most compelling undervalued growth companies W|A|M Microcap T
Slide 2: WAM Capital key statistics
Watch Oscar’s preview with Sky reporting News season Watch Lead Portfolio Manager Oscar Oberg’s Livewire Views From the Top interview Caret Up with solid fill 12.9% ** 1.2 years 15.4% ^ 308.25c 18.8c $1.7bn
Slide 3: WAM Capital portfolio breakdown
Download outline Download outline 0.3% 1.2% 1.2% 11.3% 19.0% 3.6% 5.4% 8.2% 16.4% 9.7% 12.6% 11.1%
Slide 4: WAM Leaders key statistics
3.4 years 13.0% ** 10.3% ^ 48.75c 31.0c $1.9bn
Slide 5: WAM Leaders portfolio breakdown
Download outline Download outline 1.2% 3.3% 5.5% 3.9% 27.1% 4.7% 5.5% 5.5% 5.9% 7.1% 22.1% 8.2%
Slide 6: WAM Global key statistics
Listen to Lead Portfolio Manager Nick Healy discuss US earnings season on Sky News Read Nick’s Street Journal comments on Biden’sinwithdrawal the Wall 7.7%^ 6.2 years 9.6 %** 47.5c 74.6c $906.3m xx
Slide 7: WAM Global portfolio breakdown
Download outline Download outline 1.7% 3.0% 2.9% 2.5% 2.4% 2.9% 1.8% 2.4% 3.8% 22.1% 2.7% 3.6% 6.7% 4.2% 7.3% 11.2% 19.3% 15.1% 68.2% 16.2%
Slide 8: WAM Microcap key statistics
Watch Lead Portfolio Manager Oscar Oberg’s Livewire Views From the Top interview Watch Sam Koch Senior on Livewire’s InvestmentBuy Analyst Hold Sell 10.4% ^ 4.2 years 16.2% ** 59.5c 43.9c $402.6m xx
Slide 9: WAM Microcap portfolio breakdown
Download outline Download outline 0.4% 0.5% 1.6% 10.9% 19.7% 5.7% 8.6% 19.5% 8.8% 9.2% 15.1%
Slide 10: WAM Alternative Assets key statistics
Portfolio TSN’s ASX Manager Gems Investment Dania Zinurova Conference at Update on the WAM Alternative Assets investment portfolio Caret Up with solid fill 7.6% ** 3.1 years 9.6% ^ 14.6c 16.3c xx $234.2m
Slide 11: WAM Alternative Assets portfolio breakdown
Download outline Download outline 25.9% 29.1% 3.5% 7.6% 20.2% 13.7%
Slide 12: WAM Strategic Value key statistics
Stock Spotlight Centre Group (ASX: on Global GDC) Data Watch Chairman insights into investing GeoffinWilson LICs AO’s $1.46 5.7% ** 4.5c 3.9 years 4.0% ** 17.6c xx $241.6m
Slide 13: WAM Strategic Value portfolio breakdown
Download outline Download outline 0.3% 19.2% 50.0% 15.0% 04 01 02 03 15.5%
Slide 14: WAM Research key statistics
Watch Lead Portfolio Manager Oscar Oberg’s Livewire Views from the Top interview Watch Oscar’s preview with Sky reporting News season Caret Up with solid fill 14.9% ^ 11.3%** 4.5 years 149.0c 45.1c $225.8m xx
Slide 15: WAM Research portfolio breakdown
Download outline Download outline 0.7% 1.0% 1.8% 3.5% 3.0% 4.8% 27.4% 7.0% 7.3% 10.9% 16.5% 16.1%
Slide 16: WAM Active key statistics
Watch Lead preview reporting Portfolio season Manager on Sky Oscar NewsOberg Watch Sam Koch Senior on Livewire’s InvestmentBuy Analyst Hold Sell 10.4% ^ 2.3 years 11.0% ** 95.7c 13.9c xx $64.2m
Slide 17: WAM Active portfolio breakdown
Download outline Download outline 3.5% 1.2% 4.1% 4.9% 7.2% 32.7% 7.2% 8.1% 15.4% 15.7%
Slide 18: About the Investment Manager
Wilson Asset Management About the Investment Manager Wilson Asset Management has a track record of making a difference for shareholders and the community for over 25 years. As the investment manager for eight leading listed investment companies (LICs), Wilson Asset Management has a diversified offer
Slide 19: Disclaimer
ete, to our latest Wilson Qs news and insights DE Asset Management For more information visit www.wilsonassetmanagement.com.au Disclaimer Lonsec The Lonsec Ratings presented in this document are published by Lonsec Research Pty Limited (Lonsec) (ABN 11 151 658 561, AFSL 421445). The Ratings are limi
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