WAM Alternative Assets Ltd · ASX:WMA
WAM Alternative Assets — FY2023 Earnings Presentation
8 slides from WAM Alternative Assets's earnings presentation, Sep 7, 2023
Slide 1: Access the recording
For personal use only Access the recording
Slide 2: Disclaimer
Disclaimer WIA|M Alternative Assets Wilson Asset Management and their related entities and each of their respective directors, officers and agents “Cc (together the Disclosers) have prepared the information contained in these materials in good faith. fe) ; a qi owever, no warranty (express or implie
Slide 3: WAM Alternative Assets investment objectives
W|A|M Alternative Assets Cc (e) Y @WAM Alternative Assets is the The Company’s investment Q©only listed investment company objectives are to consistently deliver son the ASX that offers investors absolute returns through a Osccess toa diversified portfolio combination of: of alternative assets, typi
Slide 4: For personal use only
+25.0% 5.0 cps 18.4 cps* 3.7 years For personal use only
Slide 5: Investment portfolio performance
For personal use only Investment portfolio performance Since appointment of Wilson Asset 1 2yrs Management as Investment Manager Performance as at 30 June 2023 yr % pa % pa (Oct-20) WAM Alternative Assets Investment Portfolio’ 65% 9.3% 116% “Investment portfolio performance is before expenses, fees
Slide 6: Investment portfolio exposure
WAM Alternative Assets investment portfolio exposure W/A|M Alternative Assets June 2023 30% 20% % of total investment portfolio’ For personal use only . - a os oo = _ Ye Water Rights* Agriculture Assets Private Equity Venture Capital Healthcare Industrials Commercial Infrastructure _Private Debt Cas
Slide 7: Investment portfolio: Select M&A examples
For personal use only WAM Alternative Assets investment portfolio Select M&A examples Business franchise systems for fast refreshment and casual dining BIRCH Y waite Manufacturer of premium condiments, desserts and beverages WIA|M Alternative Assets
Slide 8: Get in touch
ersonal use only — 2 Join more 5 = than 85,000 weekly readers Wilson Asset — Get in touch [email protected] (02) 9247 6755 www.wilsonassetmanagement.com.au 00000
WAM Alternative Assets — FY2023 Earnings Presentation on 6ix