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Respected fund manager Wilson Asset Management (WAM) has recently identified two ASX shares that it owns in its portfolio.
WAM operates several listed investment companies (LICs). Some focus on larger companies like
WAM Leaders Ltd (ASX: WLE) and
There’s also one called
WAM Capital Limited (ASX: WAM) which targets “the most compelling undervalued growth opportunities in the Australian market.”
The WAM Capital portfolio has delivered an investment return of 16.5% per annum since inception in August 1999, before fees, expenses and taxes. This gross return outperformed the S&P/ASX All Ordinaries Accumulation Index return of 8.6% per annum over the same timeframe.
Wilson Asset Management thinks these 2 ASX shares are a buy
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Top fund manager names these 2 ASX shares as buys
Tristan Harrison | February 18, 2021 7:10am |
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High-performing fund manager Wilson Asset Management (WAM) has revealed two ASX shares that it rates as buys within the
WAM Research Limited (ASX: WAX) portfolio.
WAM operates several listed investment companies (LICs). Two of those LICs are
WAM Capital Limited (ASX: WAM) and
One of the LICs is called WAM Research, which looks at smaller businesses on the ASX.
WAM describes WAM Research as a LIC that invests in the most compelling undervalued growth opportunities in the Australian market.
The WAM Research portfolio has delivered gross returns (that’s before fees, expenses and taxes) of 15.7% per annum since the strategy changed in July 2010, which is superior to the S&P/ASX All Ordinaries Accumulation Index return of 8.9% per annum.
Wilson Asset Management thinks these 2 small cap ASX shares are a buy
Tristan Harrison | February 15, 2021 7:00am |
More on:
WAM operates several listed investment companies (LICs). Some focus on larger companies like
WAM Leaders Ltd (ASX: WLE) and
There’s also one called
WAM Microcap Limited (ASX: WMI) which targets small cap ASX shares with a market capitalisation under $300 million at the time of acquisition.
WAM says WAM Microcap targets the most exciting undervalued growth opportunities in the Australian microcap market.
The WAM Microcap portfolio has delivered gross returns (that’s before fees, expenses and taxes) of 23.8% per annum since inception in June 2017, which is superior to the S&P/ASX Small Ordinaries Accumulation Index average return of 10.3%.
Wilson Asset Management (WAM) thinks these 2 ASX shares are a buy
Tristan Harrison | February 13, 2021 11:52am |
More on: Image source: Getty Images
Respected fund manager Wilson Asset Management (WAM) has recently identified two ASX shares that it owns in its portfolio.
WAM operates several listed investment companies (LICs). Some focus on larger companies like
WAM Leaders Ltd (ASX: WLE) and
There’s also one called
WAM Capital Limited (ASX: WAM) which targets “the most compelling undervalued growth opportunities in the Australian market.”
The WAM Capital portfolio has delivered an investment return of 16.3% per annum since inception in August 1999, before fees, expenses and taxes. This gross return outperformed the S&P/ASX All Ordinaries Accumulation Index return of 8.3% per annum over the same timeframe.
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