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Showing 1 - 10 of 117 results for "Wilson Asset Management"

Pengana-WAM feud over PIA comes to an end

KARREN VERGARA  |  FRIDAY, 18 SEP 2026
Wilson Asset Management's (WAM) Geoff Wilson and his allies will exit the board of Pengana International Equities (PIA) following the settlement of the Pengana Capital Group-initiated lawsuit that failed to stop a highly contested buyback. The listed ...

Pengana takes WAM feud over PIA to Takeovers Panel

KARREN VERGARA  |  WEDNESDAY, 2 SEP 2026
Pengana Capital Group is again attempting to thwart the Wilson Asset Management-led board's share buyback and increased ownership in the Pengana International Equities LIC (PIA), hoping the Takeovers Panel will intervene. Pengana is seeking to prevent ...

WAM returns 9.5%, increases dividend

RIDDHIMA TALWANI  |  TUESDAY, 4 AUG 2026
Wilson Asset Management (WAM) ASX-listed portfolio WAM Strategic Value returned 9.5% in the financial year, outperforming the S&P/ASX All Ordinaries Accumulation Index by 3.8%. The board declared an increased fully franked full year dividend of 6.5 ...

Pengana threatens legal action against PIA

KARREN VERGARA  |  TUESDAY, 28 JUL 2026
Pengana Capital Group is threatening legal action against Pengana International Equities (PIA) - the Wilson Asset Management-led board LIC - after shareholders overwhelmingly backed a buy-back it objects to, alleging among other things, "material conflicts ...

WAM active strategy delivers 75.5%

MATTHEW WAI  |  TUESDAY, 14 JUL 2026
WAM Active (ASX: WAA), one of Wilson Asset Management's (WAM) active listed investment companies (LICs), has recorded 75.5% in investment performance in the 12 months to 30 June 2026. Outperforming the Bloomberg AusBond Bank Bill Index (Cash) and the ...

Start-ups carve out confirms tax reforms are 'flawed': WAM

MATTHEW WAI  |  MONDAY, 13 JUL 2026
Wilson Asset Management (WAM) believes the recent capital gains tax (CGT) reform carve out for small businesses and start-ups confirmed the change is not correctly executed for its initial intention. In its submission to a Treasury consultation, WAM ...

WAM offers global real assets exposure via new offering

MATTHEW WAI  |  FRIDAY, 15 MAY 2026
Wilson Asset Management (WAM) has launched a real assets fund, providing investors with exposure to assets, including natural capital like water, agriculture and timber. The Wilson Asset Management Real Assets Fund (WRAF) will partner with specialist ...

Magellan, WAM suffer due to Iran conflict

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2026
Monthly updates from both Wilson Asset Management's WAM Leaders Fund and Magellan reveal the impact of market volatility due to the ongoing crisis in the Middle East. The WAM Leaders investment portfolio decreased during the month, while Magellan ...

HMC Capital wholesale head exits for COO position

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... Chris Boyd, also spent about two years as head of wholesale there before moving on. Boyd has just joined Wilson Asset Management as an investment specialist, covering the firm's expanding unlisted product range. "While WAM is well-known for its heritage ...

WAM delivers standout 41% return in 2025

RIDDHIMA TALWANI  |  WEDNESDAY, 7 JAN 2026
Wilson Asset Management's (WAM) active investment portfolio delivered significant performance in 2025, returning 41.4% for its investors, outperforming the S&P/ASX All Ordinaries Accumulation Index by 30.8% in the period. The exceptional returns enabled ...
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