During the WAM Capital (ASX: WAM), WAM Microcap (ASX: WMI), WAM Research (ASX: WAX) and WAM Active (ASX: WAA) FY2025 Full Year Results Q&A webinar, Portfolio Manager Tobias Yao and Deputy Portfolio Manager Shaun Weick provide:
- FY2025 performance for the companies
- Market update on the year that was, marked by volatility around tariffs and geopolitics
- Reporting season key takeaways and how volatility created trading opportunities, particularly for WAM Active
- Sector themes and positioning
- Constructive outlook on Australian small caps given the improving domestic indicators and expected global monetary easing
- Stock picks: Tuas (ASX: TUA), Energy One (ASX: EOL), Tasmea (ASX: TEA) and ZIP (ASX: ZIP)
Read the full transcript here, view the slides, and watch the recording below.
