WAM Capital Ltd. · ASX:WAM
WAM Capital — Investor Presentation (June 2003)
9 slides from WAM Capital's investor presentation, Jun 19, 2003
Slide 1: WAM Capital Limited Presentation
WAM CAPITAL LIMITED PRESENTATION
Slide 2: WAM Capital Objectives
WAM CAPITAL OBJECTIVES > High Real Rate of Return >» Preserve Capital > Strong Dividend Flow
Slide 3: Value Added
VALUE ADDED GROSS ALL OUTPERFORMANCE PORTFOLIO | ORDINARIES 1999/2000 +33.3% +11.3% +22.0% 2000/2001 +30.2% +8.9% +21.3% 2001/2002 +32.7% -4.5% +37.2% 2002/2003 +8.6% -2.3% +10.9% (11 MONTHS TO MAY)
Slide 4: Dividends
DIVIDENDS DIVIDEND | SPECIAL 1999/2000 | 2c | 2c| 4c 8c 2000/2001 | 3c | 3c/| 6c 8c 2001/2002 4c | 4c} 8c 4c 2002/2003 | 4c
Slide 5: Portfolio Structure - October
PORTFOLIO STRUCTURE - OCTOBER Sept 01 Mar02 Oct02 May 03 Top 100 Companies 17.5% 7.2% 9.9% 16.4% Top 300 Companies 62.4% 50.4% 39.5% 48.5% Other 37.6% 49.6% 60.5% 51.5% Research Driven 60.2% 55.4% 50.1% 46.6% Market Driven 39.8% 44. 6% 49.9% 53.4% Shares 89.5% 72.0% 68.4% 78.2% Cash Equivalent 10.5%
Slide 6: Investment Strategy
INVESTMENT STRATEGY RESEARCH DRIVEN: Buying shares in companies predominantly in the industrial sector after extensive research. MARKET DRIVEN: Buying shares in entities through initial public offerings, placements and the purchase of a block of stock below what the manager believes is the entities
Slide 7: Research Ranking Process
RESEARCH RANKING 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.
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