Investor Presentation - May 2012 - Wilson Asset Management

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Robust investment process “Research Driven” Identify Company Undertake Detailed Research Visit with <strong>Management</strong> – 800+ companies p.a. Rank the Company (WAM’s unique rating template) Catalyst identified or occurs Buy or short sell shares 36
Investment process “ Market Driven” We scour the market for opportunities: • Initial public offerings • Capital raisings • Block trades • Oversold position • Takeovers • Listed Investment Companies (LIC) discount to net tangible assets (NTA) • Stocks trading at a discount to their NTA • Earnings momentum / surprise • Short selling • Market themes and trends 37
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 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: Investment objectives The investmen
Page 39 and 40: Investor communications � Website

Investor Presentation - May 2012 - Wilson Asset Management

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