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Wilson Asset Management

Wilson Asset Management WAM Leaders Limited

Sep 2026 → Sep 2026

Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 17 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

  • GPT Group
  • Qantas Airways
  • Goodman Group
  • Wesfarmers
  • Woolworths Group
  • Dexus
  • Ramsay Health Care
  • ANZ Group Holdings
  • Telstra Group
  • Coles Group
  • Ansell
  • CSL
  • Stockland
  • Rio Tinto
  • BlueScope Steel
  • Macquarie Group

Its investment theses

  • Ramsay Health CareSep 2026Ramsay Health Care is a private hospital operator with improving Australian hospital momentum, simplification plans, and margin recovery potential.

Every letter

2026

  • September 2026

Other Wilson Asset Management strategies

  • Wilson Asset Management WAM Global Limited1
  • Wilson Asset Management WAM Microcap Limited1
  • Wilson Asset Management WAM Strategic Value Limited1
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