WAM STRATEGIC VALUE

Gamma Wealth Group is pleased to offer clients the opportunity to invest in the upcoming IPO – WAM Strategic Value.  WAM Strategic Value (ASX: WAR) will provide exposure to Wilson Asset Management’s proven market-driven investment process focused on identifying and capitalising on share price discounts to underlying asset values of listed companies, primarily LICs and LITs.

As Geoff Wilson (Chairman and Lead Portfolio Manager) recently outlined:

“Essentially, we are focused on identifying and investing in $1 of assets for 80 cents”

Key offer details:

·         Capital Raise:                          $225 million

·         Offer Price:                             $1.25 per share

·         ASX Code:                                WAR

·         Expected Dividend Yield:        4.00% fully franked*

·         Offer close:                             4th June, 2021

·         Expected listing date:              25th June, 2021

*estimate only

Wilson Asset Management is a highly experienced active investment manager.  They have a proven track record of identifying and capitalising on share price discounts to underlying asset values.  They will invest in a diversified portfolio of LICs and LITs that are currently trading at a discount to their NTA (Net Tangible Asset) value. 

This investment may be suitable for those clients wanting both income and growth from their investment portfolios.

Please click on the PDS below to find out more about this investment. 

https://wilsonassetmanagement.com.au/wp-content/uploads/2021/05/WAM_Strategic_Value_Replacement_Prospectus.pdf