Wednesday 26 June 2024

Wilson Asset Management Founder Geoff Wilson AO: Managing $5 billion for +130,000 retail investors

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. Wilson Asset Management’s results & outlook
Given reporting season has now concluded – how did Wilson Asset Management’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?

0:00-0:24: Introduction
0:24-1:17: Wilson Asset Management’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

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