WAM Capital Ltd. · ASX:WAM
WAM Capital — Investor Presentation (October 2003)
8 slides from WAM Capital's investor presentation, Nov 11, 2003
Slide 1: Wilson Investment Fund
Wilson Investment Fund October 2003
Slide 2: Reasons for the new fund?
Reasons for the new fund? 1. Medium / Long Term Approach 2. To allow investors to benefit from reduced capital gains tax rates 3. Premiums for Listed Investment Companies
Slide 3: Identify Company
Identify Company Undertake Detailed Research ¥ Visit with Management Research Driven Process Investment Driven Process
Slide 4: Research Driven Process
Research Driven Process ¢ Each company is ranked on; — Management — Earnings Growth — Valuation — Industry Position ¢ Emphasis is also placed on a company’s free cash flow and return on equity ¢ Identify a catalyst or event
Slide 5: Investment Driven Process
Investment Driven Process * Each company is ranked on; — Sustainable business model — Track record of dividends — Track record of profits and positive free cash flow — Acceptable financial strength and, — Return on equity * The timing of the purchase will require patience and a medium to long term t
Slide 6: The Board
The Board Geoffrey Wilson — 23 years experience in security industry as a fund manager and stockbroker Matthew Kidman — 9 years experience in the investment industry John Abernethy — 21 years experience in investment markets as a fund manager, company director and corporate advisor Julian Gosse — Co
Slide 7: Wilson Investment Fund Objectives
WILSON INVESTMENT FUND OBJECTIVES * High Real Rate of Return ¢ Preserve Capital * Strong Dividend Flow
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