Wilson Asset Management

Wilson Asset Management The official and only page of Wilson Asset Management. All philanthropic investments are made by Wilson Asset Management and not the LIC.

We invest more than $6 billion in undervalued Australian and global growth companies on behalf of 130,000 shareholders. Wilson Asset Management has a track record of making a difference for shareholders and the community for 27 years. As the investment manager for eight leading LICs: WAM Capital (ASX: WAM), WAM Leaders (ASX: WLE), WAM Global (ASX: WGB), WAM Microcap (ASX: WMI), WAM Alternative Assets (ASX: WMA), WAM Research (ASX: WAX), WAM Active (ASX: WAA) and WAM Strategic Value (ASX: WAR); and two unlisted funds: Wilson Asset Management Leaders Fund and Wilson Asset Management Founders Fund, Wilson Asset Management invests more than $6 billion on behalf of more than 130,000 retail and wholesale investors. Wilson Asset Management created and is the lead supporter of the first LICs to deliver both investment and social returns: Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG), as well as Future Generation Women. Wilson Asset Management advocates and acts on behalf of retail investors, is a member of the global philanthropic Pledge 1% movement, is a significant funder of many Australian charities and provides all team members with $10,000 each year to donate to charities of their choice.

With private markets in the spotlight, we will be answering investor questions at our Adelaide Meet the Manager presenta...
17/09/2026

With private markets in the spotlight, we will be answering investor questions at our Adelaide Meet the Manager presentation next Thursday.

Join WAM Alternative Assets (ASX: WMA) Portfolio Manager Nick Kelly and Investment Director Martyn McCathie as they provide a portfolio update alongside a market update on private equity, real estate, infrastructure, private debt, water and agriculture investments.

https://events.humanitix.com/meet-the-manager-adelaide-2026

Oil prices surge, inflation concerns rise and we wrap up large-cap reporting season.In this week’s The Weekly:• Australi...
15/09/2026

Oil prices surge, inflation concerns rise and we wrap up large-cap reporting season.

In this week’s The Weekly:
• Australian equities fell as Middle East conflict pushed oil above US$110 a barrel
• Our August 2026 investment updates are now available for all nine LICs
• Matthew Haupt, Damien Boey and Hailey Kim unpack the latest large-cap reporting season
• Registrations are open for our October and November Shareholder Presentations

Read full update here:

Australian equities fell during the week as conflict in the Middle East pushed oil prices above US$110 a barrel before easing slightly on Friday, heightening concerns about inflation.

Have your questions answered by the WAM Alternative Assets (ASX: WMA) investment team.Join Portfolio Manager Nick Kelly ...
15/09/2026

Have your questions answered by the WAM Alternative Assets (ASX: WMA) investment team.

Join Portfolio Manager Nick Kelly and Investment Director Martyn McCathie in Brisbane on Tuesday, 22 September 2026 as they discuss investment portfolio insights, explore themes shaping private markets and answer your questions in an in-depth Q&A.

Secure your seat today: https://events.humanitix.com/meet-the-manager-brisbane-2026

14/09/2026

WAM Leaders (ASX: WLE) and WAM Income Maximiser (ASX: WMX) Lead Portfolio Manager Matthew Haupt, Portfolio Strategist Damien Boey and Senior Investment Analyst Hailey Kim unpack the latest Australian reporting season and its impact on the large cap market. They discuss how companies are navigating a softer consumer environment, shifting interest rates and heightened investor sensitivity to revenue misses.

The investment team further explores standout themes across healthcare and real estate, alongside the impact of rising bond yields on REITs, valuations and opportunities in undervalued stocks.

Want to learn more about private markets?Portfolio Manager Nick Kelly and Investment Director Martyn McCathie are headin...
14/09/2026

Want to learn more about private markets?

Portfolio Manager Nick Kelly and Investment Director Martyn McCathie are heading to Brisbane, Adelaide and Melbourne to answer shareholder questions.

With limited spots remaining for our 2026 WAM Alternative Assets (ASX: WMA) Meet the Manager presentations, now is the time to secure your seat.

Hear from the team on the latest investment portfolio insights, learn about the themes shaping private markets, and have your questions answered during an in-depth investor Q&A.

Register today:
Brisbane | Tuesday, 22 September 2026 | https://events.humanitix.com/meet-the-manager-brisbane-2026

Adelaide | Thursday, 24 September 2026 | https://events.humanitix.com/meet-the-manager-adelaide-2026

Melbourne | Wednesday, 7 October 2026 | https://events.humanitix.com/meet-the-manager-melbourne-2026

This October, Wilson Asset Management and Future Generation will be on the road for our 2026 Shareholder Presentations.W...
10/09/2026

This October, Wilson Asset Management and Future Generation will be on the road for our 2026 Shareholder Presentations.

We look forward to meeting with shareholders in Wollongong, Newcastle, Noosa, Toowoomba, Gold Coast and Geelong to share market insights, investment portfolio updates and the key themes our investment teams are watching.

Attendees will also learn more about the Future Generation companies’ unique investment model and the impact delivered for Australian not-for-profits.

We invite you to join us for the presentations, an extended Q&A session and the opportunity to connect with the team over lunch.

Places are limited. Register here:
Wollongong | Tuesday, 20 October 2026 | https://epagency.eventsair.com/wam-regional-shareholder-presentations-2026/wollongong/Site/Register
Newcastle | Thursday, 22 October 2026 | https://epagency.eventsair.com/wam-regional-shareholder-presentations-2026/newcastle/Site/Register
Noosa | Tuesday, 27 October 2026 | https://epagency.eventsair.com/wam-regional-shareholder-presentations-2026/noosa/Site/Register
Toowoomba | Wednesday, 28 October 2026 | https://epagency.eventsair.com/wam-regional-shareholder-presentations-2026/toowoomba/Site/Register
Gold Coast | Thursday, 29 October 2026 | https://epagency.eventsair.com/wam-regional-shareholder-presentations-2026/goldcoast/Site/Register
Geelong | Tuesday, 17 November 2026 | https://events.humanitix.com/geelong-shareholder-presentation

Private markets are evolving. Hear how our investment team is navigating what comes next.Join Portfolio Manager Nick Kel...
09/09/2026

Private markets are evolving. Hear how our investment team is navigating what comes next.

Join Portfolio Manager Nick Kelly and Investment Director Martyn McCathie for the 2026 WAM Alternative Assets (ASX: WMA) Meet the Manager presentations in Brisbane, Adelaide and Melbourne.

The team will unpack:
• The themes shaping private markets
• WAM Alternative Assets’ FY2026 full year results
• The outlook for the investment portfolio

The presentation will be followed by a complimentary morning tea and Q&A with the investment team.

Places are limited. Register here:
Brisbane | Tuesday, 22 September 2026 | https://events.humanitix.com/meet-the-manager-brisbane-2026
Adelaide | Thursday, 24 September 2026 | https://events.humanitix.com/meet-the-manager-adelaide-2026
Melbourne | Wednesday, 7 October 2026 | https://events.humanitix.com/meet-the-manager-melbourne-2026
Meet the Manager | Melbourne 2026

Join the WAM Alternative Assets (ASX: WMA) investment team for an exclusive in-person presentation and lunch.

We look forward to seeing you there.

09/09/2026

What will you actually take away from two days at the Queensland Investor Summit?

New investment ideas. Different perspectives. Practical tools. And the opportunity to hear directly from the people researching companies, managing money and making investment decisions every day.

In Power Hour: Investing in the Next Decade, hear from investment professionals including Billy Leung of Global X and Melissa Rehlaender of Pengana Capital Group as they share the long-term themes they believe could shape economies, businesses and portfolios over the next decade.

Then in High Conviction Ideas, Shaun Weick of Wilson Asset Management, Laurence Hart of Corval Avenue and Helen Mason of Schroders will share where they’re finding opportunity, what they’re avoiding and how they’re assessing valuation, risk and long-term returns.

Plus, knowing what to buy is only half the investment decision. Knowing when to sell can be much harder.

Has the investment case genuinely changed or is it simply short-term volatility? Is a strong performer still worth holding at today’s valuation? And when does conviction become a reason for holding on too long?

On Tuesday, Tim Carleton, Chief Investment Officer at Auscap Asset Management, will tackle these questions in a practical investor workshop: When to Hold, Trim or Sell: A Practical Framework for Investors

Tim will outline a disciplined framework for assessing whether an investment thesis remains intact, recognise warning signs, weighing valuation and opportunity cost, and avoiding the behavioural biases that often lead to poor sell decisions.

It’s a packed program built for individual investors who want to keep learning, challenge their thinking and make better-informed investment decisions.

📅 14–15 September 2026

📍 The Langham, Gold Coast

Only days to go. Last chance to register: https://www.australianshareholders.com.au/queensland-investor-summit-2026/program/

Subscribe for free: https://members.australianshareholders.com.au/_membership.join/form/typeid/4808

09/09/2026

What’s next for Australian interest rates?

Chairman and Chief Investment Officer Geoff Wilson AO and Portfolio Strategist Damien Boey discuss the current interest rate environment and the economic indicators shaping the outlook, including:
• The noise in CPI and GDP data
• A softening labour market
• The risk of the RBA over-tightening
• The potential for a rate-cutting cycle next year
• What global monetary policy concerns could mean for equity markets

Australian equities weaken as oil prices and bond yields rise.In this week’s The Weekly:- Australian equities weakened a...
08/09/2026

Australian equities weaken as oil prices and bond yields rise.

In this week’s The Weekly:
- Australian equities weakened as Middle Eastern tensions pushed oil prices and bond yields higher
- We recap the WAM Capital (ASX: WAM) FY2026 Results and Dividend Update Q&A Webinar
- Chairman and Chief Investment Officer Geoff Wilson AO and Portfolio Strategist Damien Boey discuss the outlook for interest rates

Read The Weekly:

Australian equities weakened slightly last week as renewed Middle Eastern tensions pushed up oil prices and bond yields. Upside surprises in both economic growth and inflation have also contributed to a repricing of the Reserve Bank of Australia’s (RBA’s) expected rate trajectory, with most econ...

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Level 26, Governor Phillip Tower, 1 Farrer Place
Sydney, NSW
2000

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