WAM Research — FY2023 Earnings Presentation

6 slides from WAM Research's earnings presentation, Sep 6, 2023

Slide 1: FY2023 Full Year Results Webinar
W|A|M Capital W|/A|M Research W AM Microcap W/A|M Active Access the recording hor FY2023 Full Year Results Webinar Oscar Oberg Tobias Yao Sam Koch Lead Portfolio Manager Portfolio Manager Senior Investment Analyst Shaun Weick Will Thompson Senior Investment Analyst Investment Dealer
Slide 2: Disclaimer
Disclaimer Wilson Asset Management and their related entities and each of their respective directors, officers and agents Xtogether the Disclosers) have prepared the information contained in these materials in good faith. Cc OHowever, no warranty (express or implied) is made as to the accuracy, comp
Slide 3: For personal use only
For personal use only +18.2% * +9.8% +16.9%# +8.5% 15.5 cps +3.4% 10.5 cps 6.8%** ^ 9.3% ** 12.8 cps 52.9 cps ^
Slide 4: For personal use only
For personal use only +14.1% * +5.7% +17.7%* 8.0%** 10.0 cps^^ 8.4%** 6.0 cps 89.7 cps 39.1 cps^ ^ 8.8 cps
Slide 5: Key themes from the August reporting season | High conviction stock picks
Key themes from the August reporting season | High conviction stock picks > ec Portfolio Manager Senior Investment Analyst Senior Investment Analyst Investment Dealer ro) . . ° Tobias Yao Sam Koch Shaun Weick — Will Thompson D > Artificial intelligence Housing Consumer Profitable tech companies © S
Slide 6: Q&A
personal use only pa oO — (2) LL Q&A Join more than 85,000 weekly readers Wilson Asset Management Get in touch [email protected] (02) 9247 6755 00000