In the WAM Strategic Value (ASX: WAR) FY2025 Interim Results Q&A webinar, Chairman and Lead Portfolio Manager Geoff Wilson AO and Investment Specialist Martyn McCathie:
- Provided in-depth analysis of the key themes they are seeing in the Australian market.
- Presented the FY2025 interim results
- Provided an update on the investment portfolio and answered shareholder questions in an extended Q&A session
- Shared insights into key concerns about the U.S. market’s impact, governance, and the potential for corporate activities such as mergers.
- Discussed investment portfolio strategies, as well as cash holdings, tax impacts and future prospects for WAM Strategic Value.
Read the full transcript here and watch the recording below.
