Investor Presentation - May 2012 - Wilson Asset Management

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Who is Wilson Asset Management? • The WAM Group is the fund manager of three listed investment companies and one unlisted fund, with funds under management of approximately $340 million. • 3 Listed Funds: − WAM Capital Ltd (ASX: WAM) − WAM Research Ltd (ASX: WAX) − WAM Active Ltd (ASX: WAA) • Focus on listed industrial companies on the ASX • Concentrates on growth companies predominantly in the small to mid cap area of the market 24
What Wilson Asset Management delivers • Quick decision making • Bottom up approach • Staying very close to the market and investee companies • Strong risk adjusted returns • Significant market experience • Closed end fund - avoiding being forced seller and buyer at inappropriate times • Actively managed portfolio 25
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 and 20: Looking ahead • Further interest
Page 21 and 22: Summary • Investment team continu
Page 23: Additional Information 23
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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