Wilson Asset Management

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WAM Leaders (ASX: WLE) Lead Portfolio Manager Matthew Haupt commented on potential foreign bids for Santos (ASX: STO) in The Australian Financial Review. While a bid from Middle Eastern parties is unlikely, Matt emphasised that Santos is an "attractive target," welcoming any approaches to unlock value. Find out more: https://bit.ly/3RUjirx

“It’ll be an absolute cracker and the biggest closed-ended fund ever raised.” Wilson Asset Management Chairman Geoff Wilson met with Bill Ackman on a recent trip to New York and has praised his new fund in the The Australian Financial Review. Read more: https://bit.ly/4cuQfmG

WAM Leaders (ASX: WLE) Portfolio Manager John Ayoub shared his insights with The Australian on the latest Reserve Bank of Australia (RBA) meeting. John believes the path to lowering inflation and preserving jobs is “getting narrower and narrower”. Find out more: https://bit.ly/3xFtAEZ

WAM Alternative Assets (ASX: WMA) Lead Portfolio Manager Dania Zinurova recently presented at The Stock Network’s ASX Gems Investment Conference. Dania discussed the benefits of investing in alternative assets and where she is seeing the best investment opportunities. To learn more, view Dania’s full presentation here: https://lnkd.in/gJ7ENyhw

WAM Leaders (ASX: WLE) Senior Investment Analyst Anna Milne, CFA featured on Sky News Australia's Business Now show to discuss end of financial year trading, Star’s new CEO appointment and what companies the investment team are positive on (from 6 minutes, 30 seconds). Listen to the full interview here: https://bit.ly/3VKFkxY

You have to invest millions to unlock billions. This was the sentiment expressed by (ASX: WLE) Lead Portfolio Manager, Matthew Haupt on Star Entertainment Group’s (ASX: SGR) new CEO appointment. Read the full The Australian Financial Review article for more insights on Steve McCann’s appointment and what it means for Star moving forward. https://bit.ly/4btW9Di

WAM Leaders (ASX: WLE) Lead Portfolio Manager Matthew Haupt is confident that Steve McCann, who has been newly appointed as Star Entertainment Group's (ASX: SGR) CEO, will turn Star around as he did with Crown. Read the full article in The Australian to find out why Matthew thinks that Star’s share price does not reflect the positive announcement or the value of its extensive property assets: https://bit.ly/3zgMcf0

In April, Chief Financial Officer Jesse Hamilton presented at the Senate Inquiry hearing in Canberra, held to better understand the impacts that the proposed changes to the ‘large superannuation balance threshold’ of $3 million would have on Australia. Taxing unrealised gains would create a dangerous precedent and will discourage investment in self-funded retirement, whilst also transferring tax liabilities to younger generations. The Australian Financial Review discussed a new challenge Labor will face in passing the legislation through the Senate, because of likely opposition from Independents including Jacqui Lambie and David Pocock due to their concerns for farmers. https://bit.ly/4cccwW7    

WAM Capital (ASX: WAM), WAM Microcap (ASX: WMI), WAM Research (ASX: WAX) and WAM Active (ASX: WAA) Lead Portfolio Manager Oscar Oberg joined the Fear & Greed's Sean Aylmer last week to talk small caps, sectors and companies he'll be watching. Access the full podcast via the link below.