The Wilson Asset Management and Future Generation teams recently travelled to Newcastle, the Gold Coast, Toowoomba and Noosa to share our biggest investment calls for the next 12 months. At each session, the investment team outlined the key themes and how we are positioning the portfolios to capture opportunities ahead.
We are excited to share the recordings of the investment team’s presentations with you. We hope it provides useful insights into our current thinking and strategy.
Portfolio Strategist Damien Boey provides an update on WAM Income Maximiser (ASX: WMX), explains how he is interpreting the macroeconomic cycle to generate investment insights and sheds light on the different lens he employs to understand the investment universe.
The WAM Income Maximiser Share Purchase Plan (SPP) is now open. Learn more about the SPP to find out if you are eligible and apply online.
Senior Investment Analyst Sam Koch makes a clear call: small caps are poised to outperform the broader market. He cites the rate-cutting cycle, recent small-cap outperformance through reporting season and attractive valuations as clear signals that the backdrop is turning in favour of smaller companies.
Real estate is once again emerging as a promising sector and Deputy Portfolio Manager Anna Milne explains why the current market conditions make it a compelling investment opportunity for WAM Leaders (ASX: WLE). In her presentation, Anna also shares her top REIT picks: Goodman Group (ASX: GMG), Mirvac Group (ASX: MGR), and GPT Group (ASX: GPT).
Deputy Portfolio Manager William Liu explains how AI’s emerging productivity boom will fuel investment opportunities for WAM Global (ASX: WGB). With capital pouring into data centres, chips and power, Will highlights opportunities among early AI adopters including SAP (NYSE: SAP), Synopsys (NASDAQ: SNPS), and Quanta Services (NYSE: PWR).
Investment Analyst Jacob Grover explains how WAM Alternative Assets (ASX: WMA) opens the door for retail investors to invest in private market opportunities once reserved for institutions. Jacob also outlines why real estate looks poised for growth, backed by solid fundamentals and a favourable market backdrop.
Investing in assets trading below their net tangible assets provides opportunities for reduced volatility and risk-adjusted returns, explains Investment Specialist Martyn McCathie. His insights come against a backdrop of a shifting investment landscape where the listed investment company (LIC) and listed investment trust (LIT) sectors are gradually regaining favour, offering compelling investment opportunities for WAM Strategic Value (ASX: WAR).
Future Generation Chief Investment Officer Lee Hopperton explains the dual objectives of the Future Generation companies: to provide investment returns for shareholders and to support social impact partners. Future Generation offers diversified investment portfolios of leading Australian and global fund managers, who generously waive all management and performance fees.
