WAM Active provides investors with exposure to an active trading style with the aim of achieving a sound return with a low correlation to traditional markets. WAM Active’s investment objectives are to deliver a regular income stream via fully franked dividends, provide a positive return with low volatility, after fees, over most periods of time, and to preserve capital. ASX: WAA Listed January 2008 Catalyst Generate market-driven investment idea Identify mispricing Analyse risk, return & liquidity Catalyst: a major event that alters the market’s perception of a company or its earnings momentum which will lead to a rerating of the investee company’s share price. Takes advantage of short-term mispricing opportunities in the Australian equity market. Investment team Approved Recommended Our proven investment process Cooper Rogers Senior Investment Dealer BCom GradDip App Fin Chris Marsden Investment Dealer BBus (Fin & Econ) Sophia Mulligan Investment Analyst BAcc (Acc & Econ) Oscar Oberg Lead Portfolio Manager LLB BBus CFA Tobais Yao Portfolio Manager BBCom CFA Shaun Weick Deputy Portfolio Manager BBus (Fin) CA
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