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Wilson Asset Management

Wilson Asset Management WAM Microcap Limited

Sep 2026 → Sep 2026

Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 21 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

  • Supply Network
  • Beacon Lighting Group
  • Symal Group
  • The Koala Company
  • betr Entertainment
  • Stealth Group Holdings
  • EDU Holdings
  • Forrestania Resources
  • Vysarn
  • Energy One
  • Kogan.com
  • DXN
  • SkinKandy
  • Wagners Holding Company
  • Civmec
  • IPD Group
  • Bapcor
  • COG Financial Services
  • Cedar Woods Properties
  • Pay.com.au
  • Echo IQ

Its investment theses

  • COG Financial ServicesSep 2026COG Financial Services is Australia's leading broker and equipment finance aggregator with attractive valuation, earnings growth, acquisition optionality, and SME asset finance exposure.

Every letter

2026

  • September 2026

Other Wilson Asset Management strategies

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