WAM MICROCAP LIMITED

WAM RESEARCH LIMITEDWAX · Not ApplicSydney, Australia

83% 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

83% 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 CAPITAL LIMITEDWAM · Not ApplicSydney, Australia

82% matchPublic

WAM Capital Limited operates as a closed-end equity investment fund, established in Australia on March 8, 1999, and managed by Wilson Asset Management (International) Pty Limited. This fund primarily invests in publicly traded Australian equities, with a focus on companies within the industrial sector. It seeks opportunities in both value and growth stocks among small to medium-capitalization firms. A key aspect of its strategy involves capitalizing on short-term arbitrage and market mispricing opportunities, with an overarching aim to generate absolute returns. The investment process employs a bottom-up approach, driven by a combination of fundamental and quantitative analysis and supported by proprietary in-house research. The S&P/ASX All Ordinaries Accumulation Index is used to benchmark the portfolio's performance.

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.

MIRRABOOKA INVESTMENTS LIMITEDNot ApplicMelbourne, Australia

69% match

Mirrabooka Investments Limited functions as a publicly owned investment management entity. It primarily allocates capital within the public equity markets of Australia and New Zealand. The firm's approach is to identify value opportunities among small and mid-cap companies, specifically targeting those not ranking among the top 50 listed by market capitalization on the Australian Stock Exchange. Its portfolios are constructed through a disciplined, bottom-up stock-picking process, driven by fundamental analysis. Proprietary in-house research is further enriched by insights gained from external sources. Typically, investments are directed towards companies operating in the industrials, healthcare, banking, and materials sectors. Founded in April 1999, Mirrabooka Investments Limited is headquartered in Melbourne, Australia.

Amcil Limited operates as a publicly listed investment management firm. Its core business involves constructing and overseeing distinct equity portfolios tailored to individual client needs. The company primarily focuses its investments on the Australian public stock exchanges. To build these portfolios, it strategically allocates capital across both established large-capitalization and emerging small-capitalization companies, seeking opportunities in both growth and value-oriented equities. Established in 1996, Amcil Limited has its headquarters situated in Melbourne, Australia.