Half Year 2024 Wam Active Ltd, WAM Research Ltd, Wam Microcap Ltd and Wam Capital Ltd Earnings Presentation Transcript

Mar 12, 2024 / 03:00AM GMT
Presentation
Mar 12, 2024 / 03:00AM GMT

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Corporate Participants
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* Oscar Oberg
Wam Active Ltd - Lead Portfolio Manager
* Tobias Yao
Wam Active Ltd - Portfolio Manager
* Camilla Cox
Wam Active Ltd - Senior Corporate Affairs Advisor

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Oscar Oberg Wam Active Ltd-Lead Portfolio Manager

I'd like to welcome everyone for dialing in to today's call. On the call, we have myself, Oscar Oberg and Tobias Yao, we are the portfolio managers of the small cap products that we run at Wilson Asset Management, being four funds called WAM Capital, WAM Microcap, WAM Research and WAM Active.

Now in terms of how the call will go today, I'll talk about our outlook for small cap companies. I'll then pass it over to Tobias to talk about how he saw things through reporting season in February. We'll then talk about some key stock ideas that we quite like at the moment and then we'll jump into the question and answer session that will be run by Camilla.

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