Wam Income Maximiser Limited · ASX:WMX
Wam Income Maximiser — Wilson Asset Management — Investor Presentation (June 2023)
10 slides from Wam Income Maximiser's investor presentation, June 2023
Slide 1: Investment Update June 2023
\V Wilson | 2.0 Making a Asset Management | °""S“USSRC June 2023 Investment Update WAM WAM WAM Wierocap W|A|M Alternative Assets WAM W/A|M Research W/A|M Dear Fellow Shareholders, The 2023 financial year saw the largest interest rate tightening cycle in over 30 years as central banks attempted to ta
Slide 2: LIC snapshot
LIC snapshot W|A|M Capital The most compelling undervalued growth opportunities in the Australian market ASX: WAM W|A|M Leaders Actively investing in the highest quality Australian companies ASX: WLE W|A|M Global The world’s most compelling undervalued growth companies ASX: WGB. W|A|M Share price Sh
Slide 3: WAM Microcap
W{|A/M Microcap The most exciting undervalued growth opportunities in the Australian micro-cap market. The WAM Microcap (ASX: WMD investment portfolio increased during the month, outperforming the S&P/ASX Small Ordinaries Accumulation Index. Significant contributors to the investment portfolio outpe
Slide 4: WAM Capital
A|M Capital The most compelling undervalued growth opportunities in the Australian market. The WAM Capital (ASX: WAM) investment portfolio increased during the month. Contributors to the investment portfolio performance included aged care home operator Estia Health (ASX: EHE) and uranium company Pal
Slide 5: WAM Leaders
WAM Leaders Actively investing in the highest quality Australian companies. The WAM Leaders (ASX: WLE) investment portfolio increased during the month, outperforming the S&P/ASX 200 Accumulation Index. Significant contributors to the investment portfolio outperformance included oil and gas producer
Slide 6: WAM Global
W|A|M Global The world’s most compelling undervalued growth companies. The WAM Global (ASX: WGB) investment portfolio increased during the month, outperforming the MSCI World Index (AUD). Contributors to the investment portfolio outperformance included diversified software company Adobe (NASDAQ: ADB
Slide 7: WAM Alternative Assets
W|A|M Alternative Assets Unique opportunities beyond traditional assets The WAM Alternative Assets (ASX: WMA) investment portfolio decreased during the month, primarily driven by the underlying performance of its real estate investments. In June, WAM Alternative Assets received the final exit procee
Slide 8: WAM Strategic Value
W|A|M Strategic Value Discounted asset opportunities. The WAM Strategic Value (ASX: WAR) investment portfolio increased during what was a volatile month for listed investment companies (LICs) and listed investment trusts (LITs). The LIC and LIT sector experienced a broad sell-off as premiums dissipa
Slide 9: WAM Research
W|A|M Research The most compelling undervalued growth opportunities in the Australian market. The WAM Research (ASX: WAX) investment portfolio increased during the month. Contributors to the investment portfolio performance included aged care home operator Estia Health (ASX: EHE) and pharmaceutical
Slide 10: WAM Active
W{A!/M Active Market mispricing opportunities in the Australian market. The WAM Active (ASX: WAA) investment portfolio increased during the month. Contributors to the investment portfolio performance included KFC and Taco Bell franchisee Collins Foods (ASX: CKF) and pharmaceutical wholesaler and ura
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