WAM CAPITAL LIMITED

WAM RESEARCH LIMITEDWAX · Not ApplicSydney, Australia

88% matchPublic

WAM Research Limited is an Australian-domiciled closed-end equity investment vehicle, founded on May 10, 2002, and managed by MAM Pty Limited. The fund primarily directs its capital towards publicly listed companies within Australia, with a significant allocation to the industrial sector. It aims to identify opportunities in small and medium-capitalization firms, pursuing both value and growth investment strategies, informed by its proprietary in-house research. The fund's performance is measured against the S&P/ASX All Ordinaries Accumulation Index, and it was previously recognized as Wilson Investment Fund Limited.

WAM LEADERS LIMITEDWLE · Not ApplicSydney, Australia

82% matchPublic

WAM Leaders Limited functions as a closed-end equity investment vehicle, established and managed by Wilson Asset Management (International) Pty Limited. MAM Pty Limited contributes to its oversight as a co-manager. The fund's strategy focuses on public equity and fixed-income assets within the Australian financial landscape. It seeks to invest in shares of companies operating across diverse economic sectors, with a primary emphasis on value-oriented stocks from large-capitalization firms included in the S&P/ASX 200 Index. The construction of its investment portfolio is guided by comprehensive fundamental analysis, utilizing a bottom-up research approach. WAM Leaders Limited was founded on April 12, 2016, and is incorporated in Australia.

WAM MICROCAP LIMITEDWMI · Not ApplicSydney, Australia

82% matchPublic

WAM Microcap Limited operates as a closed-end equity investment vehicle, overseen by MAM Pty Limited. Its strategy involves allocating capital to publicly traded Australian companies across diverse sectors. The fund focuses on micro-capitalization firms, specifically those with a market value below $300 million, targeting both value and growth opportunities. Employing a rigorous bottom-up approach, its investment process integrates fundamental and quantitative analysis. Decisions are based on a thorough evaluation of factors such as free cash flow generation, return on equity, management caliber, earnings growth potential, overall company quality, valuation multiples, and industry competitive position. This portfolio is constructed using proprietary in-house research. WAM Microcap Limited was founded in Australia on May 15, 2017.

WAM STRATEGIC VALUE LIMITEDWAR · Not ApplicSydney, Australia

76% matchPublic

WAM Strategic Value Limited focuses its investment strategy on assets deemed undervalued. The company's primary objectives are to deliver substantial capital appreciation over the medium to long term, distribute fully franked dividends, and safeguard investor capital. Furthermore, it aims to provide returns calibrated for risk and intends to invest in Listed Investment Companies (LICs). Established in 1997, the firm operates from its headquarters in Sydney, Australia.

CADENCE CAPITAL LIMITEDCDM · Not ApplicSydney, Australia

72% matchPublic

Cadence Capital Limited functions as a closed-end equity mutual fund, which was established and is managed by Cadence Asset Management. This fund primarily allocates capital to Australian public equity markets, targeting shares of companies across diverse sectors, specifically those listed on the Australian Securities Exchange (ASX). Its portfolio's performance is benchmarked against the All Ordinaries Accumulation Index and the Small Ordinaries Accumulation Index. Formed in October 2005, Cadence Capital Limited is domiciled in Australia.

NAOS EMERGING OPPORTUNITIES COMPANY LIMITEDNCC · Not ApplicAustralia

69% matchPublic

NAOS Emerging Opportunities Company Limited operates as a closed-ended equity fund, overseen by Naos Asset Management Limited. The fund primarily allocates capital to publicly traded Australian companies, seeking out undervalued emerging businesses across diverse sectors that are not constituents of the S&P/ASX 100 Accumulation Index. It employs a long/short investment approach, with all capital allocation decisions driven by its proprietary in-house research. The portfolio's performance is measured against the S&P/ASX Small Ordinaries Accumulation Index. This Australian-domiciled entity commenced operations on November 6, 2012.