)

WAM Alternative Assets (WMA) investor relations material
WAM Alternative Assets AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Opening remarks and agenda
The AGM was held as a hybrid event, with all board members present and a quorum established to proceed.
Shareholders were welcomed, meeting protocols explained, and voting was conducted by poll on all items of business.
The agenda included five items of business, with four requiring a vote.
Financial performance review
FY2025 portfolio performance was 5.3% p.a. before expenses, with net returns in the 3% range after costs.
Over the last three years, post-cost performance averaged around 4% p.a., considered underwhelming in strong markets.
Since Wilson Asset Management took over, gross returns have been 8.9% (about 7% net), with NTA moving from AUD 1.07 (2020) to AUD 1.17 (2025).
The portfolio is diversified across energy transition, food scarcity, aging demographics, and digitalization themes.
Dividend payments have exceeded after-cost returns, resulting in a slight NTA decline from AUD 1.20 to AUD 1.17 in the past year.
Board and executive committee updates
Nick Kelly was welcomed as the new portfolio manager, succeeding Dania Zinurova.
The board acknowledged challenges in repositioning the portfolio post-Blue Sky and highlighted improved shareholder register quality.
Adrian Siew and Geoff Wilson stood for re-election, both emphasizing their experience and commitment to governance.
Next WAM Alternative Assets earnings date

Next WAM Alternative Assets earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage