Podcast appearances and mentions of wilson asset management

Where WAM Income Maximiser fits in your investment portfolio | One Year Update by Wilson Asset Management

Jess wants to venture beyond ETFs to the world of stocks. Eeek- intimidating!After deciding to set up a Core-Satellite portfolio, she is keen to explore adding that some individual companies to the Satellite.But she's never bought a stock before, let alone analysed a company. So where on earth should she begin?Who better to answer that then a professional investor who picks stocks for a living.Anna Milne, Deputy Portfolio Manager at Wilson Asset Management joins to the show to teach Jess what an absolute beginner needs to know about buying stocks - things like:How to start researching a company.Where to find the information you need.The Red & Green flags to look for.Plus - Jess meets a community member who'll be a familiar face to any AFL fans- Chad Warner from the Sydney Swans. They chat about how he caught the stock picking bug and what he has in his portfolio.Chapters:00:00:00 How Do You Pick Stocks?00:02:10 What Stock Picking Really Means00:04:19 How Experts Find Ideas00:07:50 The Research Most Ignore00:10:05 Green Flags to Watch For00:12:58 Warning Signs To Watch For00:16:42 Great Business But Bad Buy?00:20:36 When is Enough Research?00:25:09 Mistakes Beginners Make00:27:49 Chad Warner's Investing Journey00:31:49 Inside Chad's Portfolio00:36:00 The Investing "Bug"00:38:38 Chad's Advice For BeginnersLinks mentioned in this episode:

Ahead in Dividends and Capital Growth | WMX One Year Update by Wilson Asset Management

What is WAM Income Maximiser? | WMX One Year Video Series 1/4 by Wilson Asset Management

Geoff Wilson from Wilson Asset Management joins James Willis to discuss the petition launched against Labor’s plan to scrap the 50% CGT discount.See omnystudio.com/listener for privacy information.

At any given point in the market cycle, there are certain sectors and themes where investors go hunting for growth. Sometimes it's driven by disruption. Sometimes it's recovery. And sometimes it's simply because the market has become too pessimistic about quality businesses with long runways ahead of them. Right now, a few pockets of the ASX are attracting attention. Fintech and financial infrastructure businesses are trying to prove they can scale profitably. Software and SaaS names are attempting to emerge from one of the sharpest valuation resets in recent memory. And in healthcare and medtech, investors are once again searching for companies capable of delivering structural growth in an uncertain economic environment. In this episode Livewire's Chris Conway is joined by Oscar Oberg from Wilson Asset Management and Alex Shevelev from Forager Funds Management to run the ruler over some of the stocks and sectors they believe could be poised for growth. From beaten-up software names to healthcare innovators and financial infrastructure plays, this episode is packed with ideas for investors. This episode was filmed on Wednesday, 20th May 2026.

In the wake of the budget and the proposed CGT changes, there has been plenty of spirited debate about the future of growth investing in our great country. And rightly so.  But let's get real. Whatever we might think about the changes, Aussies will still create and invest in great growth businesses. It's in our blood.  No tax change is going to completely crush home-grown innovation - the very innovation which brought us the Coolgardie cooler, the Hills Hoist, the Cochlear implant, and WiFi. Oh, and Tim Tams... mustn't forget the Tim Tams.  Typically, these great growth stories are born from the small-cap end of the market, so in this episode, Livewire's Chris Conway is joined by Oscar Oberg from Wilson Asset Management and Alex Shevelev from Forager Funds Management, who each bring three stocks they believe have big potential.  That's right, it's going to be wall-to-wall buys for this episode so strap in, and let's go! This episode was filmed on Wednesday, 20th May 2026.

A sharp lift in inflation and a seventh straight fall on the ASX set the tone for this episode of the SBS On the Money podcast, unpacking how global conflict is feeding into Australia's economy. Official data shows annual inflation expanding to 4.6 per cent in March, driven by a surge in fuel and electricity costs. Harry Murphy Cruise from Oxford Economics breaks down what this means for interest rates and how much further prices could rise, while Damien Boey from Wilson Asset Management explains the market reaction, sector moves and what investors are watching next as US tech earnings come into focus.

A sharp lift in inflation and a seventh straight fall on the ASX set the tone for this episode of the SBS On the Money podcast, unpacking how global conflict is feeding into Australia's economy. Official data shows annual inflation expanding to 4.6 per cent in March, driven by a surge in fuel and electricity costs. Harry Murphy Cruise from Oxford Economics breaks down what this means for interest rates and how much further prices could rise, while Damien Boey from Wilson Asset Management explains the market reaction, sector moves and what investors are watching next as US tech earnings come into focus.

VIDEO AVAILABLE: https://vimeo.com/1181449274Chris Stott (1851 Capital) joins Callum Newman to break down the current small-cap landscape – and why the next six months may be more difficult than many expect.In this discussion, Chris outlines how rising interest rates, geopolitical volatility and shifting investor sentiment are shaping opportunities in Australian equities.Despite near-term caution, he highlights where value is starting to emerge – particularly in beaten-down sectors and less crowded parts of the market.Topics covered:Why interest rates are still the key driver for marketsWhere opportunities are appearing after recent sell-offsHow to manage risk and position portfolios in volatile conditionsThe reality of small-cap investing, and why 6/10 decisions are enoughAI, data centres and where structural growth is actually happeningWhy IPOs are drying up and capital is becoming more concentratedChris also shares how he thinks about portfolio construction, cash levels, and identifying companies that can genuinely outperform.About Chris Stott:Chris is Co-Founder and Chief Investment Officer at 1851 Capital, with over 20 years' experience in Australian funds management. He was previously CIO at Wilson Asset Management and was named one of the AFR's top young fund managers.Learn more: https://1851capital.com.au/—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

WAM Alternative Assets FY2026 Interim Results Webinar by Wilson Asset Management

WAM Global FY2026 Interim Results Webinar by Wilson Asset Management

WAM Capital, WAM Microcap, WAM Research, WAM Active (ASX :WAM, WMI, WAX, WAA) FY2026 Interim Results Webinar by Wilson Asset Management

WAM Income Maximiser (ASX: WMX) FY2026 Interim Results Q&A Webinar by Wilson Asset Management

WAM Leaders FY2026 Interim Results Q&A Webinar by Wilson Asset Management

If you've ever watched a race, there's usually someone trailing well behind the pack. The limelight belongs to the winners, of course, but there's always a mix of second-hand embarrassment and sympathy for the poor sod trying and failing to catch up. Growth investing can feel much the same. Miss the starting gun, and you may have already missed the early and most powerful part of the rally.  In this episode, Anna Milne from Wilson Asset Management and Blake Henricks from Firetrail Investments explain how they identify early-stage growth opportunities and more importantly, how they distinguish early-stage businesses with long growth runways from those that are simply cheap.  A key insight they agree on is that successful early growth investing starts with a deep understanding of the business itself, built through direct engagement with the company, not just financial metrics.  They each share two under-the-radar growth stocks they rate as buys, along with the investment thesis behind them. This is an all-buys episode, so keep your watchlist handy. Please note this episode was filmed Wednesday 28th January, 2026.

SBS Finance Editor Ricardo Gonçalves speaks with Shane Oliver from AMP to figure out the real drivers of inflation; plus Damien Boey from Wilson Asset Management about the day's sharemarket action including a software shares sell-off.

SBS Finance Editor Ricardo Gonçalves speaks with Shane Oliver from AMP to figure out the real drivers of inflation; plus Damien Boey from Wilson Asset Management about the day's sharemarket action including a software shares sell-off.

To paraphrase Gordon Gecko, growth is good. But not all growth opportunities are created equal (just ask ASX tech investors right now), and after a year in which some growth stocks soared while others stalled, what's the outlook for growth this year, and how do you take advantage? To answer those questions and more, we welcomed Anna Milne from Wilson Asset Management and Blake Henricks of Firetrail Investments to cover off all things growth stocks. They reveal how they're handling the current market rotation, what they actually look for in growth-oriented companies and the thinking that goes into deciding when to sell. They also each share their top pick for an ASX growth stock in 2026. Please note this episode was filmed Wednesday 28th January, 2026.

Welcome back to a new year of Buy Hold Sell. At the end of last year, we asked you, our Livewire readers, to tell us what your most-tipped growth stock will be for 2026. It was our 10th year running the survey, with nearly 5,000 responses, and we crunched the numbers to see which names emerged as clear favourites. So for our first episode of the year, we asked our guests, Anna Milne from Wilson Asset Management and Blake Henricks of Firetrail Investments, to run the ruler over five of your most popular stocks from the results. We also asked our guests to bring the stocks they think should have made the list and you should most certainly add to your watchlist.  

WAM Active FY2026 Interim Results Q&A Webinar by Wilson Asset Management

SBS Finance Editor Ricardo Goncalves speaks with Damien Boey from Wilson Asset Management and Belinda Allen from the Commonwealth Bank as headline inflation continues to rise at 3.8 per cent in October to find out what that means for interest rates and investments.

SBS Finance Editor Ricardo Goncalves speaks with Damien Boey from Wilson Asset Management and Belinda Allen from the Commonwealth Bank as headline inflation continues to rise at 3.8 per cent in October to find out what that means for interest rates and investments.

Small caps have long been the hunting ground for investors seeking outsized growth, but they also demand a sharper eye and stronger conviction. Whilst smalls have woken from a long slumber in 2025, beneath the headline names a new generation of companies is quietly building momentum - firms with unique market positions, improving fundamentals, or catalysts that could soon propel them into the spotlight. In this episode of Buy Hold Sell, Livewire's Chris Conway is joined by James Nguyen from Tyndall Asset Management and Shaun Weick from Wilson Asset Management. Together, they shine a light on five small-cap hidden gems; businesses that aren't household names yet, but might be tomorrow. They unpack what makes each one special, the triggers that could unlock their value, and the key risks investors should keep in mind. Whether you're hunting for the next breakout stock or simply looking to understand what drives performance in this dynamic part of the market, this episode is full of actionable insights from two seasoned small-cap specialists. Please note that this episode was filmed 5 November 2025

If you've been following the story of small caps for a while, you would know that as early as 2024, some investors were talking about a recovery in small caps given the performance gap relative to their larger peers. For a good period of time, that promise went unfulfilled. But good things come to those who wait, and in 2025, small caps have staged a genuine comeback - so much so that they're now outpacing their large-cap peers year to date. The question now is: can it last? And just as importantly, what could derail the momentum? Livewire's Chris Conway put those questions and more to James Nguyen from Tyndall Asset Management and Shaun Weick from Wilson Asset Management. In this episode, James and Shaun also share which sectors and themes still look compelling in small-cap land, a couple of stocks they're most excited about, and a couple more that are keeping them up at night. Please note that this episode was filmed 5 November 2025

WAM Income Maximiser (ASX: WMX) Share Purchase Plan and investment portfolio update Q&A webinar by Wilson Asset Management

WAM Global FY2025 Full Year Results Webinar by Wilson Asset Management

Large caps are often seen as the steady corner of the market, but recent months have reminded us they're anything but boring. On this episode of The Rules of Investing, Anna Milne, Deputy Portfolio Manager of WAM Leaders shares how Wilson Asset Management is navigating volatility in the ASX 200.  Milne discusses why they like commodities and how the listed investment company structure allows them to back “fallen angels” they believe still have plenty to give. She also highlights the dependable large caps quietly compounding away, and reveals the one company she'd hold if markets shut for the next five years. Book recommendation: Good to Great ________________________ Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.

WAM Capital, WAM Microcap, WAM Research, WAM Active FY2025 Results Webinar by Wilson Asset Management

SBS Finance Editor Ricardo Gonçalves takes a closer look at ANZ's decision to cut 3,500 employees and 1,000 contractors and what it means for the sector with Nathan Zaia from Morningstar and Damien Boey from Wilson Asset Management.

WAM Leaders FY2025 Result Webinar by Wilson Asset Management

WAM Strategic Value FY2025 Result Webinar by Wilson Asset Management

WAM Alternative Assets FY2025 Results Webinar by Wilson Asset Management

SBS Finance Editor Ricardo Gonçalves speaks with Origin Energy CEO Frank Calabria following the company's profit results and discusses everthing from the direction of power prices, the energy transition and electric vehicles; Justin Smirk from Westpac goes through the day's labour force data; and Damien Boey from Wilson Asset Management look through the day's market action including the deluge of profit reports released.

WAM Alternative Assets Investment Update and Q&A Webinar by Wilson Asset Management

WAM Global Investment Update and Q&A Webinar by Wilson Asset Management

In this episode I sit down with Geoff Wilson, the founder, chairman, and Chief Investment Officer of Wilson Asset Management. He has over 45 years of experience in investment markets, managing over $5.8 billion for more than 130,000 retail investors through nine listed investment companies (LICs) and two unlisted funds. We chatted about his journey from working as a “glassy” at a rough Melbourne pub to founding one of Australia's leading investment firms.Blog post available at: https://www.sharesforbeginners.com/blog/geoff-wilson-wamLevel up your investing with Sharesight, Investopedia's #1 portfolio tracker for DIY investors. Track 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Ditch the chaos, track like a pro! Sharesight makes investing easy. Get 4 months free on an annual premium plan at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

WAM Income Maximiser Investment Portfolio Update and Q&A Webinar by Wilson Asset Management

Fund manager Geoff Wilson is at it again...campaigning for investors against poorly designed tax changes...and this time he has a major fight on his hands. Taxing unrealised gains (or paper gains) in super is a shocker, but it's a key policy for the government...and the government is set to be returned after the election. Geoff Wilson of Wilson Asset Management joins James Kirby, Associate Editor-Wealth in this episode ------In today's show, we cover... * The problem with the new super tax...and how it could be fixed * Why Australian interest rates may fall a lot further than the market expects * The case for sticking with US shares * Defensive stocks for the months ahead See omnystudio.com/listener for privacy information.

SBS Finance Editor Ricardo Gonçalves speaks with Damien Boey from Wilson Asset Management about the day's market action, including what could be the end of US exceptionalism and why US funds may be flowing through to Australian markets.

WAM Income Maximiser Q&A Second Webinar by Wilson Asset Management

WAM Income Maximiser Q&A Webinar by Wilson Asset Management

WAM Alternative Assets FY2025 Interim Result Webinar by Wilson Asset Management

WAM Strategic Value FY2025 Interim Result Webinar by Wilson Asset Management

WAM Leaders FY2025 Interim Result Webinar by Wilson Asset Management

WAM Capital, WAM Microcap, WAM Research and WAM Active FY2025 Interim Results Webinar by Wilson Asset Management

WAM Global FY2025 Interim Results Q&A Webinar by Wilson Asset Management

Wilson Asset Management Founders Fund Q&A Webinar by Wilson Asset Management

Geoff Wilson AO is the Chairman and Chief Investment Officer of Wilson Asset Management.Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.In today's conversation with Geoff, we're unpacking:Geoff's journey in finance and founding Wilson Asset ManagementThe investment framework Wilson uses to pick a great investmentHow Wilson Asset Management grew to 10 listed investment companiesHow WAM values a companyA live valuation case study using Equity Mates Media as the exampleThe lessons Geoff would teach all young investors—------Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals. To speak to the team at Viola Private Wealth, complete the contact form on their website.—------Looking to start 2025 on the right foot?Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubeFollow us on social media: Instagram, TikTokSign up to our daily news email—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Geoff Wilson shares insights into his journey from financial success to a deep commitment to philanthropy, driven by a blend of personal values and a vision for the social impact potential within the asset management industry. Growing up in a middle-class family in Melbourne, Australia, Wilson absorbed values that emphasized community engagement, a theme that he has woven into his professional life over 44 years in finance. Wilson's story is a testament to how philanthropic endeavors can be intricately tied to financial success and how strategic giving can transcend traditional methods. Geoff Wilson is the founder of Wilson Asset Management in Australia, and this episode dives into Wilson's innovative financial model, which redefines the role of fund management fees. Inspired by a UK-based cancer research fund, Wilson established the Future Generation and Future Generation Global funds in Australia, where managers oversee assets pro bono. This model allocates management fees toward charitable causes rather than the fund's bottom line. His structure not only benefits the charities but provides value to investors who pay lower fees while accessing premier fund managers. Wilson's focus has centered on supporting causes like youth mental health and children at risk, establishing a collaborative funding approach that's become influential within the Australian finance and philanthropic landscapes. Wilson's funds were received with initial skepticism in Australia, as the philanthropic landscape was, until recently, conservative about publicizing donations. However, his pro bono investment structure has since inspired other funds to adopt similar models, and it now channels millions annually into Australian charities. This initiative represents a "win-win-win" for fund managers, investors, and charities alike — a sentiment Wilson describes as the driving ethos of his model. Beyond financial commitment, Wilson encourages others worldwide to replicate this model, suggesting that an interconnected global approach can support more resilient philanthropic ventures. Emphasizing that impactful giving is as much a personal journey as a financial one, he describes his own evolving sense of purpose: once focused on wealth accumulation, he now finds profound fulfillment in maximizing social impact and improving lives through sustainable philanthropic structures. Thank you for downloading this episode of the Do One Better Podcast. Visit our Knowledge Hub at Lidji.org for information on 250+ case studies and interviews with remarkable leaders in philanthropy, sustainability and social entrepreneurship.