Podcast appearances and mentions of wilson asset management

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Best podcasts about wilson asset management

Latest podcast episodes about wilson asset management

The Money Cafe with Kirby and Kohler
Super tax battle starts now (with Geoff Wilson)

The Money Cafe with Kirby and Kohler

Play Episode Listen Later May 1, 2025 26:24 Transcription Available


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.

Buy Hold Sell, by Livewire Markets
Buy Hold Sell: 7 ASX names set to thrive amid lower rates

Buy Hold Sell, by Livewire Markets

Play Episode Listen Later May 1, 2025 5:50


The RBA meets next month, with the decision due on 20 May. Regardless of what happens with the election and despite this week's slightly hotter-than-expected inflation print, a rate cut is "locked in" according to Westpac. Many in the market agree.  And whilst some believe it is the last cut we could get for a while, the market is pricing in up to three more cuts for the rest of the year.  Should these cuts materialise, there is a cohort of capital-intensive and consumer-facing businesses that could benefit from lower debt costs and increased disposable income. Of course, this outlook needs to be balanced against the reason for the cuts in the first place - a slowing economy.  To help us understand where that balance lies, guest host Matthew Kidman of Centennial Asset Management was joined by Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management.  Together, they run the ruler over no less than five ASX companies that could benefit from lower rates. For good measure, they share a name that they believe will be a winner in a lower rate environment. Please note this episode was filmed on 23 April 2025.

Buy Hold Sell, by Livewire Markets
With more rate cuts on the way, how are the pros adjusting portfolios?

Buy Hold Sell, by Livewire Markets

Play Episode Listen Later Apr 27, 2025 13:07


With inflation finally heading in the right direction and Trump's trade war throwing global markets a curveball, investors are laser-focused on central banks, and the RBA is firmly in the spotlight.  A second rate cut is widely expected in May, with markets pricing in a 98% chance. So, how are the pros positioning their portfolios in a falling rate environment? To unpack this and more, Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management sat down with special guest host, Matthew Kidman from Centennial Asset Management.  In the episode, they dig into how lower interest rates influence portfolio construction, which sectors stand to benefit, and how professionals assess the impact on capital-intensive or heavily indebted companies.  They also explore the growing importance of dividends and yield in a low-rate environment, and, of course, share one rate-sensitive stock they believe the market is currently mispricing. If you're looking to sharpen your strategy in a shifting rate environment, this episode is not to be missed.  Please note this episode was filmed on 23 April 2025  

Buy Hold Sell, by Livewire Markets
Buy Hold Sell: 3 ASX winners (and 2 losers) ahead of the RBA's next cut

Buy Hold Sell, by Livewire Markets

Play Episode Listen Later Apr 24, 2025 3:31


With one rate cut already in the books and another expected from the RBA in May, the landscape for Australian equities is shifting fast. Markets are now pricing in as many as three additional cuts over the next year, raising a critical question for investors: which ASX stocks stand to benefit - and which could struggle - as interest rates continue to fall? In this episode, Centennial Asset Management's Matthew Kidman hosts Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management - two investors with deep insights into how monetary policy moves ripple through the ASX. They reveal which companies they believe are poised to outperform in a falling rate environment, which ones are worth avoiding, and how they're positioning their portfolios for what could be a very different 12 months ahead. Please note this episode was filmed on 23 April 2025.

SBS World News Radio
US funds flowing to Australian markets

SBS World News Radio

Play Episode Listen Later Apr 23, 2025 7:52


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.

SBS On the Money
US funds flowing to Australian markets

SBS On the Money

Play Episode Listen Later Apr 23, 2025 7:52


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.

Fear and Greed Business Headlines
Bonus interview: Investing in gold miners

Fear and Greed Business Headlines

Play Episode Listen Later Apr 21, 2025 5:22 Transcription Available


Gold is having an extraordinary run right now, with the price of the precious metal soaring to record highs.Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about investing in Australian gold miners.This is general information only and you should seek independent advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Fear and Greed
Bonus interview: Investing in gold miners

Fear and Greed

Play Episode Listen Later Apr 21, 2025 5:22 Transcription Available


Gold is having an extraordinary run right now, with the price of the precious metal soaring to record highs.Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about investing in Australian gold miners.This is general information only and you should seek independent advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Fear and Greed
Bonus interview: Investing in BHP, Rio Tinto & Fortescue

Fear and Greed

Play Episode Listen Later Apr 18, 2025 5:55 Transcription Available


After a very turbulent month, it’s worth a closer look at the big miners. The outlook for BHP, Rio Tinto and Fortescue outlook is tied - by varying degrees - to demand from China. And China’s been hit very hard by US tariffs.Sean Aylmer speaks to Shaun Weick, Senior Investment Analyst at Wilson Asset Management, about investing in the big miners.This is general information only and you should seek independent advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Fear and Greed Business Headlines
Bonus interview: Investing in BHP, Rio Tinto & Fortescue

Fear and Greed Business Headlines

Play Episode Listen Later Apr 18, 2025 5:55 Transcription Available


After a very turbulent month, it’s worth a closer look at the big miners. The outlook for BHP, Rio Tinto and Fortescue outlook is tied - by varying degrees - to demand from China. And China’s been hit very hard by US tariffs.Sean Aylmer speaks to Shaun Weick, Senior Investment Analyst at Wilson Asset Management, about investing in the big miners.This is general information only and you should seek independent advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Fear and Greed
Interview: Three companies this investor is watching in the dip

Fear and Greed

Play Episode Listen Later Apr 8, 2025 11:58 Transcription Available


"Small caps always get unfairly tarnished in times of volatility. Shoot first, ask questions later. But in this environment, I think they should revert a little bit quicker."Following a volatile couple of days on the ASX, Sam Koch - Senior Investment Analyst at Wilson Asset Management - takes Sean Aylmer through the opportunities he's seeing in small and mid cap stocks. He picks out three companies and explains why he likes them.This is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Market Matters Podcasts
Direct From The Desk: Geoff Wilson from Wilson Asset Management & James Gerrish from Market Matters/Shaw & Partners

Market Matters Podcasts

Play Episode Listen Later Apr 1, 2025 30:23


Join James Gerrish for a chat with veteran fund manager Geoff Wilson, as they discuss markets, whether there is more pain to come, Wilson Asset Management's new LIC, the WAM Income Maximiser and plenty more...

Wilson Asset Management
WAM Income Maximiser Q&A Second Webinar

Wilson Asset Management

Play Episode Listen Later Mar 31, 2025 108:03


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

Wilson Asset Management
WAM Income Maximiser Q&A Webinar

Wilson Asset Management

Play Episode Listen Later Mar 24, 2025 142:24


WAM Income Maximiser Q&A Webinar by Wilson Asset Management

Wilson Asset Management
WAM Alternative Assets FY2025 Interim Result Webinar

Wilson Asset Management

Play Episode Listen Later Mar 24, 2025 56:30


WAM Alternative Assets FY2025 Interim Result Webinar by Wilson Asset Management

Wilson Asset Management
WAM Strategic Value FY2025 Interim Result Webinar

Wilson Asset Management

Play Episode Listen Later Mar 11, 2025 91:32


WAM Strategic Value FY2025 Interim Result Webinar by Wilson Asset Management

Wilson Asset Management
WAM Leaders FY2025 Interim Result Webinar

Wilson Asset Management

Play Episode Listen Later Mar 10, 2025 91:33


WAM Leaders FY2025 Interim Result Webinar by Wilson Asset Management

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

Wilson Asset Management

Play Episode Listen Later Mar 7, 2025 105:59


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

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

Wilson Asset Management

Play Episode Listen Later Feb 13, 2025 99:37


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

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

Wilson Asset Management

Play Episode Listen Later Feb 12, 2025 68:25


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

Fear and Greed
Interview: The stocks to watch this earnings season

Fear and Greed

Play Episode Listen Later Feb 9, 2025 12:15 Transcription Available


Earnings season is upon us, and it’s an opportunity to find out not just how companies have performed, but what the outlook is too.Anna Milne, Senior Investment Analyst at WAM Leaders - a listed investment company from Wilson Asset Management - talks to Sean Aylmer about the sectors and companies she's watching, from Telstra and Resmed, to Medibank and Goodman.This is general information only. Seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Money News with Ross Greenwood: Highlights
Geoff Wilson, Founder and Chief Investment Officer of Wilson Asset Management

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Feb 5, 2025 10:09


The government’s move to raid superannuation accounts over $3 million is drawing criticism for not including indexation as a feature.See omnystudio.com/listener for privacy information.

Fear and Greed Business Headlines
Investing in Aussie tech stocks

Fear and Greed Business Headlines

Play Episode Listen Later Jan 16, 2025 5:28 Transcription Available


The Aussie tech sector has been home to some impressive success stories - think WiseTech Global and Xero. So what's to come for this sector, and how does an investor balance this with the US tech behemoths?Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about his picks for the local tech sector.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Fear and Greed
Interview: Investing in Aussie tech stocks

Fear and Greed

Play Episode Listen Later Jan 15, 2025 5:28 Transcription Available


The Aussie tech sector has been home to some impressive success stories - think WiseTech Global and Xero. So what's to come for this sector, and how does an investor balance this with the US tech behemoths?Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about his picks for the local tech sector.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Fear and Greed
Investing in Aussie tech stocks

Fear and Greed

Play Episode Listen Later Jan 10, 2025 5:28 Transcription Available


The Aussie tech sector has been home to some impressive success stories - think WiseTech Global and Xero. So what's to come for this sector, and how does an investor balance this with the US tech behemoths?Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about his picks for the local tech sector.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Fear and Greed Business Headlines
Investing in Aussie tech stocks

Fear and Greed Business Headlines

Play Episode Listen Later Jan 10, 2025 5:28 Transcription Available


The Aussie tech sector has been home to some impressive success stories - think WiseTech Global and Xero. So what's to come for this sector, and how does an investor balance this with the US tech behemoths?Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about his picks for the local tech sector.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Fear and Greed
Gold's had a glorious run - can it shine in 2025?

Fear and Greed

Play Episode Listen Later Jan 3, 2025 5:17 Transcription Available


The gold price soared in 2024, and some of the biggest winners were Australia's gold miners.Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about whether the good times for gold diggers can continue.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Fear and Greed Business Headlines
Gold's had a glorious run - can it shine in 2025?

Fear and Greed Business Headlines

Play Episode Listen Later Jan 3, 2025 5:17 Transcription Available


The gold price soared in 2024, and some of the biggest winners were Australia's gold miners.Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about whether the good times for gold diggers can continue.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Fear and Greed
How this analyst sees BHP, Rio & Fortescue's future

Fear and Greed

Play Episode Listen Later Dec 30, 2024 5:40 Transcription Available


BHP, Rio Tinto and Fortescue are some of the biggest companies on the local sharemarket. It's all been about iron ore - but as demand shifts, so do these companies.Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about the outlook for the big iron ore miners.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Fear and Greed Business Headlines
How this analyst sees BHP, Rio & Fortescue's future

Fear and Greed Business Headlines

Play Episode Listen Later Dec 30, 2024 5:40 Transcription Available


BHP, Rio Tinto and Fortescue are some of the biggest companies on the local sharemarket. It's all been about iron ore - but as demand shifts, so do these companies.Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about the outlook for the big iron ore miners.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Equity Mates Investing Podcast
Geoff Wilson - What is Equity Mates Media actually worth? | Summer Series

Equity Mates Investing Podcast

Play Episode Listen Later Dec 22, 2024 43:55


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.

Wilson Asset Management
WAM Capital (ASX: WAM) Investment Portfolio Update and Q&A Webinar

Wilson Asset Management

Play Episode Listen Later Dec 18, 2024 77:02


WAM Capital (ASX: WAM) Investment Portfolio Update and Q&A Webinar by Wilson Asset Management

Wilson Asset Management
WAM Leaders (ASX: WLE) investment portfolio update and Q&A webinar

Wilson Asset Management

Play Episode Listen Later Dec 12, 2024 127:36


WAM Leaders (ASX: WLE) investment portfolio update and Q&A webinar by Wilson Asset Management

Business Now with Ross Greenwood
Business Now | 6 December

Business Now with Ross Greenwood

Play Episode Listen Later Dec 6, 2024 21:32 Transcription Available


Location sharing app Life360 is one of the top performing tech stocks this year, CEO Chris Hulls talks the ethics of surveillance. Plus, Oscar Oberg from Wilson Asset Management explains why the RBA may cut interest rates in February 2025. See omnystudio.com/listener for privacy information.

Fear and Greed
Interview: Investing in global markets in a Trump 2.0 world

Fear and Greed

Play Episode Listen Later Nov 19, 2024 13:03 Transcription Available


It's a turbulent time on global markets following the US presidential election.William Liu is a Senior Investment Analyst at WAM Global - a listed investment company from Wilson Asset Management. He's usually based in the US, working in international equities, including Wall Street and Europe, but he's just returned from a working trip to China, which may soon find itself in a trade war with the incoming Trump administration.William gives Sean Aylmer his thoughts on global markets, including the opportunities for investors looking overseas.This is general information only, and you should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The Do One Better! Podcast – Philanthropy, Sustainability and Social Entrepreneurship
Geoff Wilson, Australian philanthropist, on innovative funding for social impact: Pioneering Pro Bono Investment Models and Scaling Philanthropy

The Do One Better! Podcast – Philanthropy, Sustainability and Social Entrepreneurship

Play Episode Listen Later Oct 28, 2024 32:11


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.  

Wilson Asset Management
WAM Alternative Assets FY2024 Full Year Results Q&A Webinar

Wilson Asset Management

Play Episode Listen Later Sep 17, 2024 82:57


WAM Alternative Assets FY2024 Full Year Results Q&A Webinar by Wilson Asset Management

Wilson Asset Management
WAM Leaders FY2024 Full Year Results Q&A Webinar

Wilson Asset Management

Play Episode Listen Later Sep 10, 2024 111:21


WAM Leaders FY2024 Full Year Results Q&A Webinar by Wilson Asset Management

Wilson Asset Management
WAM Capital, WAM Microcap, WAM Research And WAM Active FY2024 Full Year Results Q&A Webinar

Wilson Asset Management

Play Episode Listen Later Sep 9, 2024 127:16


WAM Capital, WAM Microcap, WAM Research And WAM Active FY2024 Full Year Results Q&A Webinar by Wilson Asset Management

Wilson Asset Management
FGX HY2024 Half Year Results Q&A Webinar

Wilson Asset Management

Play Episode Listen Later Sep 5, 2024 64:45


FGX HY2024 Half Year Results Q&A Webinar by Wilson Asset Management

Wilson Asset Management
FGG HY2024 Half Year Results Q&A Webinar

Wilson Asset Management

Play Episode Listen Later Sep 5, 2024 64:04


FGG HY2024 Half Year Results Q&A Webinar by Wilson Asset Management

Wilson Asset Management
WAM Global FY2024 Full Year Results Q&A Webinar

Wilson Asset Management

Play Episode Listen Later Sep 4, 2024 83:47


WAM Global FY2024 Full Year Results Q&A Webinar by Wilson Asset Management

Wilson Asset Management
WAM Strategic Value FY2024 Full Year Results Q&A Webinar

Wilson Asset Management

Play Episode Listen Later Sep 3, 2024 102:19


WAM Strategic Value FY2024 Full Year Results Q&A Webinar by Wilson Asset Management

Wilson Asset Management
WAM Global Q&A Webinar

Wilson Asset Management

Play Episode Listen Later Jun 7, 2024 72:51


WAM Global Q&A Webinar by Wilson Asset Management

The Rules of Investing
700+ meetings each year: How WAM Global uncovers under-the-radar stocks

The Rules of Investing

Play Episode Listen Later May 17, 2024 32:33


In investing, just as in love, trust is everything - and without it, you really don't have anything at all.  It's for this reason that the Wilson Asset Management global equities team meets with more than 700 management teams across the world each year - including in the US, Japan, and Europe. In addition, they also meet with competitors and suppliers, as well as talk to current and past employees and industry experts.  According to WAM Global (ASX: WGB) lead portfolio manager Catriona Burns, the team does this because trust in a company's management team is paramount.  "Have they hit their targets? Have they done what they said? If we have any doubts on that trust factor, for us, that's completely a non-negotiable and we won't invest," she says.  Burns is reading between the lines, and looking beneath the surface for red flags. And while management teams selling stock, poor track records and value-destructive deals can certainly be warning signs, she argues that alignment - and the lack thereof - can often be far more telling for the future direction of a company's share price.  "Incentives drive outcomes... I can't tell you how many times I have seen incentives for management based on earnings per share growth," she says.   "Companies just chase acquisitions to meet earnings growth without thinking about the returns that are being generated on the dollars spent. That happens time and time again and is a massive red flag."  In this episode of The Rules of Investing, Burns takes listeners through some of the companies that have managed to pass her filters, as well as why catalysts are so important for investors with a penchant for value.  She also outlines why the listed investment company's growing annual yields won't be slowing over the next five years, what it's actually like on the ground in the US right now, as well as what the US election at the end of the year could mean for markets.  Note: This interview was recorded on Tuesday 14 May 2024.  https://www.livewiremarkets.com/wires/700-meetings-each-year-how-wam-global-uncovers-under-the-radar-stocks 

Equity Mates Investing Podcast
Expert: Catriona Burns - Investing in AI outside the Big 7 | Wilson Asset Management

Equity Mates Investing Podcast

Play Episode Listen Later May 16, 2024 31:57


This was a really fun conversation. Speaking to Catriona from her offices in New York, we covered a wide range of topics relevant to global investors. From interesting ways to invest in artificial intelligence outside of the big tech stocks to what is driving the uptick in mergers and acquisition activity (and where it goes next), there was plenty of learnings and takeaways from this conversation. Here's what else we cover in today's episode:Catriona's investment philosophyHow she thinks about investing in Big Tech at the moment Novel ways of investing in artificial intelligence outside of Big TechHow inflation and interest rates affect her investment process What Catriona has learned from the latest earnings seasonWhat is driving this uptick in M&A activity Want to get involved? Have a question? Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion Group—------Want more Equity Mates:Sign up to our email to keep up with business news Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------Thank you to Wilson Asset Management for sponsoring this episode. Their sponsorship makes this podcast possible and helps keep all of our content free. —------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.

Life of Mine
Will LIC Activism Upend Aussie Funds Management? (WAM Interview)

Life of Mine

Play Episode Listen Later Apr 23, 2024 69:28


Here's our interview with Geoff Wilson and Cooper Rogers of Wilson Asset Management, one of the biggest players in the Australian funds management world.JD sat down with the pair to hear how the LIC manager is seeing the current macro landscape, in particular in the US and China, to learn why Geoff has decided to dust off the old Twitter account, and to hear about WAM's view on how activism will influence the Aussie funds management sector, what various commodities will do from here and a chat about a bunch of stocks.Sign-up for the Director's SpecialAll Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Podcast Partners: VRIFY – grant@vrify.com GetWet Solutions – Matt.hall@getwetsolutions.com.au DSI Underground – https://www.dsiunderground.com/contact Silverstone – kenny@sstone.com.au Anytime Exploration Services – seamus@anytimees.com WA Water Bores – James@wawaterbores.com.au Brooks Airways – ops@brooksairways.com K-Drill – ryan@k-drill.com.au (0:00:00)Introduction(0:03:40)Geoff becoming a Twitter power-user (0:05:19)Checking in on the USA(0:08:03)How markets look state-side(0:09:25)View on the Australian market(0:10:30)WAM view on the rate environment(0:12:28)Large cap vs small cap(0:15:05)The state of the LIC market(0:17:19)Shareholder engagement vs performance(0:21:37)Meeting management(0:23:28)Activism in the LIC market(0:25:15)Optimal size for WAM's strategies (0:27:45)Trading at NTA(0:29:08)Company buybacks(0:30:26)WAM's investment style(0:35:25)Should mining co's moats deserve more credit(0:37:27)Would WAM open a Resources LIC?(0:39:38)WAM's China view(0:43:35)Copper on the ASX(0:48:18)Will lithium's recovery continue?(0:54:45)Are WAM uranium bulls?(0:58:53)Gold's decoupling from real rates(1:03:30)Value in mining services

Conversations with Future Generation
Take Stock - Matthew Haupt | Wilson Asset Management

Conversations with Future Generation

Play Episode Listen Later Feb 29, 2024 20:14


In this episode, Caroline Gurney, CEO of Future Generation, speaks to Matt Haupt, Portfolio Manager of Wilson Asset Management's Leader's Fund. With more than +15 year's investment experience, Matt has a top-down investment approach to managing a portfolio of Australian-listed stocks across the S&P ASX 200. Listen to this episode as Matt discusses the ASX reporting season, his market outlook for 2024 and the future of Listed Investment Companies.  Wilson Asset Management is the lead supporter of the Future Generation companies and is one of Future Generation Australia's (ASX: FGX) pro bono fund managers. 

Equity Mates Investing Podcast
From oil refining to servos - Viva Energy | Summer Series

Equity Mates Investing Podcast

Play Episode Listen Later Jan 31, 2024 36:43


This episode is focussed on Viva Energy, an Australian company, which holds ownership of the Geelong Oil Refinery and distributes Shell-branded fuels throughout Australia through a license agreement. The company operates in three primary sectors:Energy & Infrastructure, with a focus on the refinery, which is one of the two refineries in Australia.Commercial and Industrial, catering to Business-to-Business (B2B) needs, including aviation, maritime, and agricultural sectors.Convenience & Mobility, managing retail petrol stations across the country.Our guest expert is Oscar Oberg, a seasoned professional, who's the Lead Portfolio Manager at Wilson Asset Management. The Equity Mates Summer Series is proudly supported by CommSec. If the Equity Mates content isn't enough for you, CommSec has a content hub stocked with all the support, information and resources you need to build confidence and make the right money moves.Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply.If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don't Stress, Just Invest now, click here. You could win $500 by filling out our EM Community Survey. Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****This episode contained sponsored content from Commsec. *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Equity Mates Investing Podcast
Australia: the land of the packaging giant - Orora | Summer Series

Equity Mates Investing Podcast

Play Episode Listen Later Jan 17, 2024 33:25


Orora Group, established as Australian Glass Manufacturers in 1949, has evolved into a global leader in packaging manufacturing, distribution, and visual communication solutions. Expanding from its initial focus on glass bottles and jars, Orora diversified into metal cans and plastic containers in the 1960s and 1970s, and later acquired companies like Amcor Limited and Orora Packaging Limited. In 2013, the company rebranded to Orora Limited, reflecting its broadened scope and commitment to innovative packaging solutions. We're joined by Anna Milne, from Wilson Asset Management, (who's quickly becoming our resident packaging expert) to go into this deep dive on the company.The Equity Mates Summer Series is proudly supported by CommSec. The beauty of investing is you don't need a degree to get started and to be successful. You can educate yourself. CommSec has a rich library of resources for you to stock up on tips and tools to help you find and research a stock and understand the stock market.Get $0 brokerage on your first 10 trades for Australian markets, when you join. Download the CommSec app today or visit commsec.com.au. CommSec T&Cs and other fees and charges apply.If you want to go beyond the podcast and learn more, check out our accompanying email. Buy a copy of Don't Stress, Just Invest now, click here. You could win $500 by filling out our EM Community Survey. Click here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast 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. *****This episode contained sponsored content from Commsec. *****Equity Mates Investing Podcast 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.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.