About Us

Wilson Asset Management is an independently owned boutique investment manager established in January 1998 by Geoff Wilson and joined by Matthew Kidman in mid 1998. WAM is based in Sydney, Australia.

The Wilson Asset Management Group (WAM Group) is comprised of three investment professionals who have a total investment experience of over 40 years.

At January 2008, the WAM Group was the manager of three listed investment companies with funds under management of approximately $385 million. The group also manages unlisted funds of approximately $55 million.

In August 1999 the first of the three listed companies, WAM Capital Limited (WAM), was established and has grown from $21.5 million to approximately $170 million today.  WAM predominantly invests in small to medium sized companies listed on the Australian Securities Exchange for the short to medium term.

In August 2003 the second listed investment company, Wilson Investment Fund Limited (WIL), was established with approximately $145 million raised. WIL predominantly invests in small to medium sized companies listed on the Australian Securities Exchange for the long term.

WAM Active Limited is the most recent addition to the group which was listed on 11th January 2008  at approx. $15m.  WAA will be an active investor with high turnover and individual stocks may not be held for extended periods.