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Investor Presentation - May 2012 - Wilson Asset Management

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Top 10 Research Driven stocks<br />

as at 31 March <strong>2012</strong><br />

Company<br />

% Gross<br />

<strong>Asset</strong>s<br />

RKN Reckon Limited 2.6%<br />

BRG Breville Group Limited 2.1%<br />

MMS McMillan Shakespeare Limited 1.7%<br />

COF Coffey International Limited 1.4%<br />

SKE Skilled Group Limited 1.3%<br />

AMM Amcom Telecommunications Limited 1.2%<br />

WEB Webjet Limited 1.1%<br />

RCR RCR Tomlinson Limited 1.0%<br />

IPP iProperty Group Limited 1.0%<br />

MYS MyState Limited 1.0%<br />

12

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