Tag: WAM Capital Limited

ASX STOCKS THAT COULD PAY HIGH FULLY FRANKED DIVIDENDS IN 2021 & 2022

Whilst I don’t label my investing style as one that specifically targets high dividends, I have noticed that SMSF investors in particular often embrace such a style. What I do sometimes blog about though is certain “special situations” or “hidden value” that lurks underneath the surface. I thought therefore I would discuss a few situations I have noticed and participated in recently that combine such strategies.

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ASX LIC PERFORMANCE FEES L1 CAPITAL, THORNEY, WAM CAPITAL, VGI PARTNERS

A recent AFR article reminded me once again about how ASX LIC performance fees are a very nice deal for the fund managers. The article quite rightly posed questions about how they are free to choose whatever benchmark they like. Then why they sometimes are rewarded substantially when the shareholders go backwards, and why there is no standardised format to present what their performance numbers actually are.

In fact it, is due to the issue of ASX LICs choosing all sorts of variations in performance reporting methods that I wanted to explore some LICs in particular. Have they earnt performance fees way out of line with the results they have achieved?

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WAM CAPITAL, RECENT WILSON LIC PERFORMANCE, WAM MICROCAP

I have commented on the CYA situation numerous times on the blog. One of the reasons I started blogging is I find it a useful discipline to force me to go back and look at my notes when I entered a stock. I first purchased CYA in September last year thinking that over the next year or two it was highly likely Wilson would gain control. Continue reading “WAM CAPITAL, RECENT WILSON LIC PERFORMANCE, WAM MICROCAP”

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?”