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Investor Relations14 Oct 2025
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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.AGM 2025 summary8 Oct, 2025
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.
Future strategy for net portfolio returns
Assess reliability of Level 3 asset valuations
Rationale for opposing liquidation resolution
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Next WAM Alternative Assets earnings date
H1 202620 Mar, 2026
Next WAM Alternative Assets earnings date
H1 202620 Mar, 2026
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Frequently asked questions
WAM Alternative Assets Limited is an Australian-listed investment company focused on providing shareholders with exposure to a diversified portfolio of alternative assets. Managed by Wilson Asset Management, the company invests in a range of asset classes beyond traditional equities, including private equity, real assets, real estate, infrastructure, and alternative credit. WAM Alternative Assets seeks to generate long-term capital growth and income for investors by identifying opportunities that offer stability and resilience, particularly during economic fluctuations. The company is headquartered in Sydney, New South Wales, and its shares are listed on the ASX.
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