Investor Presentation - May 2012 - Wilson Asset Management

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Looking Ahead Forward P/E for the Australian market • Global deleveraging to continue • Interest rate cuts positive for equity markets • Industrial stocks cheap on a historical basis • Expect continued merger and acquisition activity in Australia with balance sheets in good shape *Source: Merrill Lynch 20
Summary • Investment team continue to apply rigorous investment process that will identify opportunities and deliver performance • Board is focused on delivering a rising stream of fully franked dividends • Cautiously optimistic on Australian equity market 21
Page 1 and 2: WAM Capital Limited (WAM)
Page 3 and 4: Option issue • Bonus option issue
Page 5 and 6: Consistent outperformance Performan
Page 7 and 8: Outperformance since inception Inde
Page 9 and 10: Dividend growth Cents per share 18.
Page 11 and 12: Contributors / Detractors Best Perf
Page 13 and 14: Ainsworth Game Technology Ltd (AGI)
Page 15 and 16: Market Driven facts Financial Year
Page 17 and 18: Did you know?….. Apple Inc. - Mem
Page 19: Looking ahead • Further interest
Page 23 and 24: Additional Information 23
Page 25 and 26: What Wilson Asset Management delive
Page 27 and 28: Our Business Model Investment Proce
Page 29 and 30: Superior returns from growth compan
Page 31 and 32: Smaller and more rewarding *Source
Page 33 and 34: LICs outperform the share market ov
Page 35 and 36: Investment objectives The investmen
Page 37 and 38: Investment process “ Market Drive
Page 39 and 40: Investor communications � Website

Investor Presentation - May 2012 - Wilson Asset Management

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