Inception date: February 2025 The Fund provides investors with exposure to an actively managed investment portfolio, comprised of companies listed predominantly on the ASX. The investment portfolio consists of companies with compelling fundamentals, demonstrable alignment between founders or management and shareholders, and an identified catalyst which can contribute to a rerating of the share price. Founder owns more than 10% or $20 million of the company Founder holds an executive or Board position Founder has not sold more than 25% of the holding in the last 12 months Aligned interest with minority shareholders Alignment of interest with founder Wilson Asset Management Founders Fund utilises Wilson Asset Management's proven investment process of identifying undervalued growth companies with a catalyst for medium-to-long term rerating of the share price. 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. Investment team 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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