Shareholder activism is a pursuit close to Geoff Wilson’s heart, and it’s no wonder why when he’s the Founder, Chairman & Chief Investment Officer of Wilson Asset Management, the investment manager for eight Listed Investment Companies (LICs) who invest over $5 billion on behalf of more than 130,000 retail investors. Geoff joins Lel Smits on The Stock Network to discuss the Company’s latest results and outlook, retail shareholder advocacy and the challenges and rewards of managing billions of dollars of investments.
1. WAM’s results & outlook
Given reporting season has now concluded – how did WAM’s eight LICs perform and what’s your outlook for the year ahead?
2. Retail shareholder advocacy
What do you believe are the key issues facing Australian retail shareholders this year and how have you been advocating on their behalf?
3. Leadership
On a personal note, how does it feel like to lead organisations that manage $5 billion for +130,000 retail investors? What do you find most challenging
4. Leadership
What do you find most rewarding?
Chapters
0:00-0:24: Introduction
0:24-1:17: WAM’s results & outlook
1:17-3:55: Retail shareholder advocacy
3:55-4:53: Most challenging
4:53-5:56: Most rewarding
5:56-6:20: Conclusion
Subscribe to TSN’s YouTube channel for the latest stock content: https://www.youtube.com/channel/UCEEVNCMFSRxFa0Bb2wKLS0g?sub_confirmation=1
_ _ _
Follow TSN for the latest stock news and interviews:
Twitter: https://twitter.com/thestocknet
Instagram: https://www.instagram.com/thestocknetwork/
LinkedIn: https://www.linkedin.com/company/the-stock-network/
TikTok: https://www.tiktok.com/@thestocknet?lang=en
Facebook: https://www.facebook.com/TheStockNet/
_ _ _
Connect with our host Lel Smits online – @LelSmits
– Twitter / X: https://twitter.com/lelsmits
– Instagram: https://www.instagram.com/lelsmits/
– LinkedIn: https://www.linkedin.com/in/leldesmits/
– TikTok: https://www.tiktok.com/@lelsmits?lang=en
– Facebook: https://m.facebook.com/lelsmits/
– Threads: https://www.threads.net/@lelsmits
_ _ _
Disclaimer
The material contained in this post is general in nature only and does not constitute personal financial or legal advice. None of our material should be regarded as advice and you should not rely on any of the content of this post without first obtaining specific professional advice. We give no warranty to the accuracy, reliability or completeness of information that is contained in this post and exclude liability for any loss.
This post may contain views and opinions which are those of the authors and do not necessarily reflect the official policy or position of any other author, agency, organisation, employer or company. We are not liable for any comment published by users and reserve the right to delete any comment for any reason whatsoever. We have commercial relationships with some of our contributors, and we may receive payment or other benefits from this post. Please see The Stock Network website for our full content disclaimer.
_ _ _
Visit TSN’s website to sign up for regular stock updates: http://www.thestocknetwork.com.au
_ _ _