Wilson Asset Management

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Comments438

Companies190

Positions opened11

Positions exited11

Last published14 Oct 2026

Companies discussed, last 12 months

139 companies, monthly, latest action on the right

NovJanMarMayJulSepLatest

WBCWestpac Banking CorpHeld TLSTelstraHeld CBACommonwealth Bank of AustraliaHeld CDACodanHeld RHCRamsay Health CareHeld

134 more companiesEvery company Wilson Asset Management has discussed in the past year.

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Commentary

DateManagerCompanyActionSummary

14 Oct 2026Wilson Asset Management WBCHeldWilson Asset Management, through portfolio strategist Damien Boey, favours Westpac Banking Corporation's 2046 fixed-rate notes as an income idea. Boey notes the notes pay about 7% a year for 20 years, providing a fixed income stream that does not fluctuate with the economic cycle, in contrast to equity dividends.

Article, price recorded $34.69

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14 Oct 2026Wilson Asset Management TLSHeldWilson Asset Management, through portfolio strategist Damien Boey, favours Telstra (ASX:TLS) as an equity income idea for investors seeking yield ahead of capital gains tax changes taking effect from July 2027. Boey notes Telstra offers defensive characteristics alongside a grossed-up dividend yield of about 6%, positioning it as a source of income within a diversified approach combining bonds, equities and commodities.

TelecommunicationsArticle, price recorded $4.70

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436 more commentsEvery comment this manager has published, with sources.

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About Wilson Asset Management

Value Focused, All-Cap

Wilson Asset Management (WAM) is a Sydney-based fund manager founded in 1997 by prominent Australian investor Geoff Wilson, specializing in actively managed listed investment companies (LICs) covering Australian small, mid and large-cap equities, as well as global equities and alternative strategies. WAM's LICs, including WAM Capital, WAM Leaders, WAM Microcap and others, are known for consistent, fully franked dividend payments to shareholders alongside active capital growth strategies. The firm applies a research-driven, value-with-catalyst investment philosophy, identifying mispriced companies with an identifiable trigger for re-rating. WAM has built a large, loyal retail shareholder base through its LIC structures, extensive investor communication and regular shareholder events.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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