WAM Leaders Limited · ASX:WLE
WAM Leaders — Investor Presentation (August 2016)
14 slides from WAM Leaders's investor presentation, Aug 17, 2016
Slide 1: WAM Leaders FY2016 update
For personal use only WAM Leaders (ASX: WLE) FY2016 update 17August 2016
Slide 2: Disclaimer
For personal use only Disclaimer This presentation has been prepared for use in conjunction with a verbal presentation and should be read in that context. Information for the graphs, charts and quoted indices contained in this presentation has been sourced from Wilson Asset Management (International
Slide 3: WAM Leaders (ASX: WLE)
WAM Leaders (ASX: WLE) For personal use only • Research Driven • Active • Index and sector unaware • Focused on opportunities in the S&P/ASX 200 Index Investment objectives: As at 16 August 2016 1 Deliver a stream of fully franked dividends Share price: $1.17 2 Provide capital growth Option price: $
Slide 4: Portfolio structure August 2016
WAM Leaders (ASX: WLE) For personal use only Portfolio structure 15 August 2016 Investment type $m % Listed equities 313.6 78.2 Short Portfolio (17.0) (4.2) Fixed interest and cash 104.6 26.0 Gross assets $401.2 100.0 Total ordinary shares on issue 358,755,160 Portfolio composition by market capital
Slide 5: Top holdings (as at August 2016)
Top holdings (as at 15 August 2016) For personal use only Market Value Market Value Code Company as % Gross $ Assets ORA Orora Limited 18,675,805 4.8% ALQ ALS Limited 16,916,338 4.2% CCP Credit Corp Group Limited 16,578,998 4.1% ALL Aristocrat Leisure Limited 15,907,962 4.0% RWC Reliance Worldwide C
Slide 6: Global market overview and outlook
Global market overview and outlook For personal use only Despite the potential global 1 Post Brexit vote, it 2 Initial uncertainty in the 3 growth environment having appeared that market days following saw global deteriorated and risks volatility would increase yields fall off, which then increased,
Slide 7: Australian market overview and outlook
Australian market overview and outlook For personal use only Domestically, economic data remains 1 relatively strong. Unemployment rates are holding but 2 underemployment is increasing. 3 Growth is at steady levels. The RBA cut the cash rate to 1.5% in 4 August, a record low , with potential for fur
Slide 8: What we like – Research Driven (Reliance Worldwide)
What we like – Research Driven For personal use only MARKET CAP FY17 PE EPS GROWTH $1.7bn 27x 27% Designer and manufacturer of water flow and control products for “behind the wall” plumbing Reliance Worldwide WHY WE LIKE IT: • Current product suite demonstrates growth in repair Corporation and renov
Slide 9: What we like – Research Driven (Orora)
What we like – Research Driven For personal use only MARKET CAP FY17 PE EPS GROWTH $3.8bn 21x 16% Orora is a leading packaging company with operations in Australia and America. Orora Ltd (ASX: ORA) WHY WE LIKE IT: • We like the defensive nature of the business with its exposure to beverage and food
Slide 10: What we like – Research Driven (Credit Corp)
What we like – Research Driven For personal use only MARKET CAP FY17 PE EPS GROWTH $793m 14x 20% CCP is a receivable management company which provides debt purchase and collection Credit Corp services in Australia, NZ and the USA. Group Ltd WHY WE LIKE IT: (ASX: CCP) • CCP has a market leading offer
Slide 11: What we like – Market Driven (Aristocrat Leisure)
What we like – Market Driven For personal use only MARKET CAP FY17 PE EPS GROWTH $10bn 22x 20% Aristocrat is a developer, manufacturer and distributor of gaming content/platforms/systems Aristocrat around the world. Leisure Ltd WHY WE LIKE IT: (ASX: ALL) • Strong market position: ALL continues to gr
Slide 12: Investor communication
Investor communication For personal use only Weekly emails Half yearly Monthly NTA Half & full year including market national investor announcement financial results updates presentations & investment update Website Media Industry Independent wamfunds.com.au conferences research 12
Slide 13: Investor presentations – November 2016
Investor presentations – November 2016 For personal use only Adelaide Perth Canberra Wednesday 16 November Thursday 17 November Monday 21 November The Playford The Duxton Belconnen Premier Inn 120 North Terrace 1 St Georges Terrace 110 Benjamin Way Adelaide SA 5000 Perth WA 6000 Belconnen ACT 2616 P
Slide 14: Contact us
For personal use only Contact us Email: info@wamfunds.com.au Phone: (02) 9247 6755 Fax: (02) 9247 6855 Website: www.wamfunds.com.au Twitter: @WilsonAssetMgmt LinkedIn: Wilson Asset Management