Listed Managed Investment Reports

WAM Active Limited (ASX: WAA) - Absolute Return Focus - Steady Stream of Franked Dividends
Monday, April 20, 2015
The portfolio may hold between 10 and 100 investments and therefore the level of concentration will vary. There are no restrictions regarding the minimum or maximum investment in any individual stock or sector and as such the manager may take large positions in an individual security.
Download Report
WAM Capital Limited (ASX: WAM) - Growth Companies - Dividend Focus - Small to Mid Cap Companies
Monday, April 20, 2015
WAM predominantly invests in small-to-mid cap stocks. The Manager primarily maintains small positions in securities to minimise risk, however, there are no size restrictions on investments so the manager can take high conviction positions in a stock if they so desire. We note that smaller cap stocks tend to entail a greater level of risk; however, the upside potential can be considerable.
Download Report
WAM Research Limited (ASX: WAX) - Research Focus - Small to Mid Cap Companies - Dividend Focus
Monday, April 20, 2015
WAX aims to maintain a portfolio of between 30 and 60 securities. The manager focuses on small-to-mid cap stocks with most investments outside the top 100. Given the company focuses on industrial stocks, the portfolio has very little, if any, exposure to the resource sector.
Download Report
Whitefield Ltd (ASX: WHF) - Oldest LIC - Industrial Companies Only - Long Term Capital & Dividend Growth
Monday, April 20, 2015
The manager primarily invests in large cap stocks with over 80% of the portfolio invested in top 50 stocks, in line with the benchmark index. The portfolio is heavily weighted to the Financials sector
Download Report
Westoz Investment Company (ASX: WIC) - High Conviction - Concentrated Portfolio - Small/ Micro Cap Universe
Monday, April 20, 2015
WIC has a concentrated portfolio, with the intent being to hold 10 to 25 stocks. The portfolio comprised 23 stocks at 31 December 2014. The Manager takes high conviction positions in stocks. The Manager will hold cash in the event attractive investment opportunities are not available.
Download Report