Wilson Investment Notebook

WAM Alternative Assets is the only listed investment company on the ASX that offers investors access to a diversified portfolio of alternative assets, typically accessible only by institutional investors. The Company provides investors a unique investment solution, complementary to their traditional investment portfolios, by investing in alternative assets. The Company’s investment objectives are to consistently deliver absolute returns through a combination of dividend yield and capital growth, while providing diversification benefits. ASX: WMA Investment Grade Idea Generation Universe of managers Multiple research inputs Desk-based research Onsite meetings 200+ hours of research and analysis Engagement on investment terms including fees Due Diligence Investment Advisory Committee meeting Internal operational due diligence and legal review Investment Decision Commitment to investment Deployment of capital Implementation Nick Kelly Portfolio Manager BBus CFA Jacob Grover Investment Analyst BAcc CA Investment team Investment Advisory Committee • Geoff Wilson AO • Adrian Siew Our proven investment process Jasper Yeghiaian-Alvandi Investment Analyst BCom and BAdvStudies • Sally Box • Dania Zinurova

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