Wilson Asset Management (international) PTY LTD
Wilson Asset Management (International) Pty Ltd is an independently owned boutique investment manager headquartered in Sydney, New South Wales, Australia, founded in 1997. The firm is part of the broader Wilson Asset Management group, which manages over $5.9 billion for more than 130,000 retail investors. It specializes in managing listed investment companies (LICs) and unlisted funds with a focus on both financial and philanthropic returns. The group comprises around 20 investment professionals and supports various charitable causes through its philanthropic initiatives.
Investment Strategy
Wilson Asset Management (International) Pty Ltd pursues an actively managed strategy, focusing on undervalued growth companies globally. Its investment approach employs rigorous fundamental analysis and a flexible mandate, allowing for above-average cash holdings and adaptability to market conditions. The strategy emphasizes delivering risk-adjusted returns through diversification across market sectors and asset classes. The firm also prioritizes transparency, investor engagement, and robust governance, seeking both superior performance and social impact through selective investments and supporting charitable causes.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I INTU | INTUIT | 6.94% | $28.2M | 35,837 | $502.50 | $787.63 | +$5.3M |
G GOOG | ALPHABET INC | 6.30% | $25.6M | 144,398 | $162.00 | $177.39 | +$8.3M |
V V | VISA INC | 6.12% | $24.9M | 70,074 | $221.77 | $355.05 | -$809.6K |
I ICE | INTERCONTINENTAL EXCHANGE IN | 5.89% | $24.0M | 130,543 | $124.86 | $183.47 | -$346.1K |
T TW | TRADEWEB MKTS INC | 5.17% | $21.0M | 143,579 | $75.92 | $146.40 | +$1.3M |