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Wilson Asset Management: Investing in Undervalued Global Growth Companies

Wilson Asset Management is a leading investment firm with a proven track record of delivering strong returns for over 20 years. With a team of experienced professionals and a focus on undervalued international growth companies, we aim to provide maximum value for our shareholders. Join us in navigating the peaks of the global growth cycle and taking advantage of rising interest rates, emerging middle classes, e-commerce and mobility, AI and automation, and electrification.

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Wilson Asset Management: Investing in Undervalued Global Growth Companies

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  1. AIA National Investors Conference 2018 Surfers Paradise Catriona Burns 30 July 2018

  2. Disclaimer Wilson Asset Management and their related entities and each of their respective directors, officers and agents (together the Disclosers) have prepared the information contained in these materials in good faith. However, no warranty (express or implied) is made as to the accuracy, completeness or reliability of any statements, estimates or opinions or other information contained in these materials (any of which may change without notice) and to the maximum extent permitted by law, the Disclosers disclaim all liability and responsibility (including, without limitation, any liability arising from fault or negligence on the part of any or all of the Disclosers) for any direct or indirect loss or damage which may be suffered by any recipient through relying on anything contained in or omitted from these materials. This information has been prepared and provided by Wilson Asset Management. To the extent that it includes any financial product advice, the advice is of a general nature only and does not take into account any individual’s objectives, financial situation or particular needs. Before making an investment decision an individual should assess whether it meets their own needs and consult a financial advisor.

  3. Making a difference for our shareholders & the community Seven LICs and more than $3 billion in shareholder capital for almost 80,000 retail shareholders 11 investment professionals with combined investment experience of more than 140 years Proven investment approach that has delivered strong returns for over 20 years Winner of the Listed Investment Companies category at the Professional Planner | Zenith Fund Awards 2014, 2015, 2016 and 2017 Committed to philanthropic and advocacy initiatives

  4. Investment & management team Geoff Wilson AO BSc GMQ FFINSIA FAICD Chairman & Portfolio Manager Kate ThorleyBCom CA GAICD Chief Executive Officer Chris StottBBusGradDipAppFin MFINSIA Chief Investment Officer & Portfolio Manager Catriona Burns CFA BComMAppFin FFINSIAPortfolio Manager Matthew Haupt CFABComGradDipAppFin Portfolio Manager Martin HicksonBBusBCompMAppFin Portfolio Manager Oscar Oberg CFALLB BBus Portfolio Manager John AyoubLLB BA GradCertAppFin Senior Equity Analyst Nick HealyBEng MBA Global Equity Analyst Tobias Yao CFABCom Senior Equity Analyst Cooper RogersBComGradDipAppFin Assistant Dealer Jesse HamiltonBCom CA Chief Financial Officer James McNamaraBJournMComnGradDipFin Head of Corporate Affairs Martyn McCathie General Manager

  5. Investing in undervalued international growth companies

  6. Increased volatility and mispricing opportunities provide a fertile ground for investing

  7. Global opportunities • Navigating peaks in the global growth cycle • Rising interest rates and volatility • Rising Chinese and Indian middle class • eCommerce and mobility • AI and automation • Electrification

  8. How we invest BUY RATE SELLING SELLING SELL SCREEN Qualitative management, industry & position Quantitativeforecast EPS growth valuation when a catalystis identified when our valuationis reached investment universe for value& growth when valuationis reached when valuationis reached

  9. Engaging with Management Meeting with companies is critical to: • Develop trust (or not) in management • Aid in gaining clarity (or not) around the financial statements or accounting • Learning about the company’s strategy and culture • Developing an extensive understanding of a company’s industry However, cross-checking with competitors, suppliers, and customers is just as important

  10. Identifying Catalysts Catalyst: An action or an event that will impact on the market’s perception of a company and move the share price • Earnings surprise • Structural change in an industry • Management changes • Asset sales • Acquisitions • Capital management

  11. United States Economic tailwinds and mispricing opportunities

  12. Europe outlook Political challenges hide quality companies

  13. Japan outlook Green shoots follow two “lost” decades

  14. Sign our petition to maintain the current dividend imputation system wilsonassetmanagement.com.au/petition

  15. Join more than 35,000 weekly readers wilsonassetmanagement.com.au Q&A Contact us info@wilsonassetmanagement.com.au (02) 9247 6755

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