WAM Global Ltd. · ASX:WGB
WAM Global — FY2022 Earnings Presentation
8 slides from WAM Global's earnings presentation, 2022
Slide 1: WAM Global FY2022 Results Q&A Webinar
\\ ’ Wilson £20 Making a diff Asset Management | 22S SESIEntt W|A|M Global The world’s most compelling undervalued growth companies. Dial in: i800 590 693 Passcode: 832345 FY2022 Results Q&A Webinar Catriona Burns Nick Healy Lead Portfolio Manager Portfolio Manager
Slide 2: Disclaimer
Wilson Asset Management Disclaimer 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 t
Slide 3: Increased fully franked dividends
Wilson Asset Management Increased fully franked dividends II.0 cents per share cents 9 per FY2022 fully me 00 franked full year 80 dividend 60 40 10.0% increase in fully 20 , 50 3 franked full year 60 dividend 2018/19 2019/20 2020/21 2021/22 @ Interim Final
Slide 4: Global markets update
Global markets update Catriona Burns Lead Portfolio Manager
Slide 5: Portfolio composition
Wilson Asset Management Portfolio composition Portfolio by geographic exposure Cash currency exposure ™United States of America: 65.6% USD Es 35°. |= Germany: 8.6% United Kingdom: 8.0% JPY EE 20% Australia: 21% EUR fs 11% © Spain: 1.7% m France: 15% AUD [I 03% Japan: 1.4% m Other: 39% cep ME 03% ™ C
Slide 6: Thematics
Thematics Nick Healy Portfolio Manager
Slide 7: WAM Global top holdings
Wilson Asset Management WAM Global top 20 holdings (in alphabetical order) @ Gallagher AJG US B BOOKING HOLDINGS BKNG US As at 31 July 2022 Arplus® APPS SM SS CONCENTRIX’ CNXC ThermoFisher SCIENTIFIC TMO US (Zs avantor AVTR AXP US US poe?” | eaeeeene dun&bradstreet DB1 DNB — a [ Ice ICLR ICE US US T
Slide 8: Join more than 75,000 weekly readers
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