WAM Capital Ltd. · ASX:WAM
WAM Capital — Investor Presentation (November 2003)
7 slides from WAM Capital's investor presentation, Nov 11, 2003
Slide 1: Why launch a new fund?
Why launch a new fund? Historically focused on smaller companies The equity market is dominated by the TOP 100 Wilson Leaders is a unique product in LIC segment Premiums for Listed Investment Companies
Slide 2: Fund Structure
Fund Structure At least 70% of equity investments in ASX 100 Concentrated with 25-40 stocks targeted Actively managed with turnover 30-50% p.a Cash 5%-50% “Short Sell’ certain stocks that are overvalued Absolute Return Focus
Slide 3: Investment Philosophy
Investment Philosophy The Manager believes the best investment opportunities are found in well managed companies with strong fundamentals that can be purchased below their “appraised value”. * a history of superior returns * management with a track record * businesses with a capacity to grow. * attr
Slide 4: Habits of Successful Investors
7 Habits of Successful Investors Invest on a fundamental basis Question conventional beliefs Avoid companies that are performing well above trend Avoid the most popular companies Avoid companies that are beneficiaries of speculative capital Invest for the medium term. Opportunities found in periods
Slide 5: Qualitative Research
Qualitative Research * Business Quality * Management Appraisal * Valuation ¢ Risk Assessment
Slide 6: Investment Process
Investment Process deas = [*c® Investment grade screen portunitie Ss «> Qualitative screen group _|¢----> Portfolio committee
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