Wilson Asset Management
Wilson Asset Management WAM Global Limited
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Wilson Asset Management for every strategy.
Also held
Its investment theses
- Eaton CorporationSep 2026Eaton Corporation is a power management company benefiting from AI-driven data center power demand, record backlog, and an expanding scale advantage.
- AmrizeSep 2026Amrize is North America’s largest cement producer with robust demand, pricing power, and growth supported by infrastructure and data center projects.