Investor Presentation - May 2012 - Wilson Asset Management

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Mid to small cap sector benefits • Small cap value has outperformed all other sectors * • Under researched • Access to management - ability to build strong relationships • Life cycle of the business - ability to grow at a faster rate than larger companies • Higher risk and higher returns • More takeover activity * Source – Ibbotson Associates 30
Smaller and more rewarding *Source – The New York Times 31
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 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: Superior returns from growth compan
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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