Wam Global (AU:WGB) — Company Overview, News & Financial Data

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About Wam Global

WAM Global (ASX:WGB) is an Australian investment manager specialising in global equities. The company was founded in 2010 and has over $2 billion in assets under management. WAM Global's investment objective is to generate superior returns for investors over the long term by investing in a diversified portfolio of global equities. WAM Global's investment team is led by Wilson Asset Management's CEO, Geoff Wilson, who has over 30 years of experience in the global equity markets. WAM Global's investment portfolio is well diversified across a range of sectors and geographies. The company's largest sector holdings are technology, financials, and consumer discretionary. Its largest geographical holdings are the United States, China, and Japan.

What is WGB known for?

Snapshot

Public AU
Ownership
2018
Year founded
45
Employees
New South Wales, Australia
Head office
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Operations

All Locations
Australia

Products and/or services of Wam Global

  • WAM Global Equity Fund: A diversified portfolio of global equities. The fund invests in a range of companies across a variety of sectors and geographies.
  • WAM Global Emerging Markets Fund: A portfolio of emerging market equities. The fund invests in a range of companies in developing countries.
  • WAM Global Resources Fund: A portfolio of global resource equities. The fund invests in a range of companies in the natural resources sector.
  • WAM Global Technology Fund: A portfolio of global technology equities. The fund invests in a range of companies in the technology sector.
  • WAM Global Small Companies Fund: A portfolio of global small company equities. The fund invests in a range of smaller companies with attractive growth potential.
  • WAM Global Ethical Fund: A portfolio of global ethical equities. The fund invests in a range of companies that meet its ethical criteria.

Wam Global executive team

  • Ms. Catriona BurnsLead Portfolio Manager
  • Ophelia LamFinance Manager of Wilson Asset Management
  • Camilla JonesCorporate Affairs Manager
  • Will ThompsonInvestment Analyst
  • Mr. Nick HealyDeputy Portfolio Manager
  • Mr. William LiuDeputy Portfolio Manager

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