Tag: WAM Active Limited

WHICH LICs WILL WAM GO TO WAR ON? WAM STRATEGIC VALUE REVIEW (ASX:WAR)

Is the new Wilson LIC, WAM Strategic Value (ASX:WAR) a buy?

Whilst WAM Capital has proven form using the underlying investment strategies planned for this new LIC, there are a few reasons why I would be cautious about jumping in. The performance fee is high, opportunities for this overall strategy have dried up somewhat compared to last year, and then there are the usual potential issues of buying LICs at IPO.

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Time for Wilson & Century Australia to get together?

If I had to bet on a couple of corporate re structures to occur in the next year or two, they would be for WAA to merge or takeover another investment company to gain size, and CYA to be rolled into a re-branded entity to assist in the market fully valuing assets on hand and the tax losses on the balance sheet. Continue reading “Time for Wilson & Century Australia to get together?”