ASX: WAM Listed August 1999 WAM Capital provides investors with exposure to an actively managed diversified portfolio of undervalued growth companies listed on the Australian Securities Exchange, with a focus on small-to-medium sized businesses. WAM Capital also provides exposure to relative value arbitrage and market mispricing opportunities. WAM Capital’s investment objectives are to deliver investors a stream of fully franked dividends, provide capital growth and preserve capital. Recommended+ 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 Investment team Our proven investment process 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. Diligent and deep research on undervalued growth companies that focuses on free cash flow, return on equity, meeting management and the quality of a company. Takes advantage of short-term mispricing opportunities in the Australian equity market. Research Driven Process Market Driven Process Catalyst Approved
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