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WAM GLOBAL LIMITED — Investor Relations & Filings

Ticker · WGB ISIN · AU0000009649 LEI · 2549005MW820CHS6A031 ASX Financial and insurance activities
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Filings indexed 563 across all filing types
Latest filing 2020-07-07 Major Shareholding Noti…
Country AU Australia
Listing ASX WGB

About WAM GLOBAL LIMITED

https://wilsonassetmanagement.com.au

WAM Global Limited is an investment entity focused on managing a diversified portfolio of undervalued growth companies across international markets. The firm utilizes a rigorous investment process that integrates fundamental bottom-up analysis with top-down macroeconomic evaluations to identify global equities positioned for significant growth. Its primary objectives include delivering long-term capital appreciation and providing a consistent stream of dividends to its shareholders. By targeting a broad range of sectors and market capitalizations, the company seeks to capture opportunities in global equity markets while maintaining a disciplined approach to risk management and capital preservation.

Recent filings

Filing Released Lang Actions
Change in substantial holding for BWX 5 pages 395.2KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, specifically Section 671B, which pertains to notices of change of interests of substantial holders. It details changes in voting power and relevant interests of a substantial holder (Wilson Asset Management Group) in BWX Ltd, including dates and numbers of shares bought or sold. The document includes annexures listing entities involved, changes in shareholdings, and addresses. This is a formal notification of changes in significant share ownership levels, consistent with a Major Shareholding Notification filing. The document is not an annual report, earnings release, or any other financial report type, but a regulatory notice about shareholding changes.
2020-07-07 English
May 2020 Investment Update 8 pages 2.9MB
Net Asset Value Classification · 95% confidence The document is approximately 15,000 characters long, indicating it is a substantive report rather than a brief announcement. The content includes detailed portfolio updates, geographical exposure, cash currency exposure, and top holdings, which are typical components of investment fund reports. The presence of net tangible asset (NTA) data, interim dividends, and portfolio composition strongly suggests this is a regular update of the Net Asset Value (NAV) for an investment fund. There is no indication of it being an annual report, earnings release, or other corporate filing types. Therefore, the document best fits the category of a Net Asset Value (NAV) report.
2020-06-11 English
Change in substantial holding for IFM 5 pages 380.6KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, specifically Section 671B, which relates to notices of change of interests of substantial holders. The content details changes in voting power, relevant interests, and associations of a substantial holder (Wilson Asset Management Group) in the company Infomedia Limited. It includes annexures listing entities involved, dates of changes, and share transactions. This type of filing is a formal notification of changes in significant share ownership levels, consistent with the definition of a Major Shareholding Notification (MRQ). The document is not an annual report, earnings release, or any other financial report but a regulatory notice about shareholding changes.
2020-06-04 English
Appendix 3Y Change in Directors Interest - K Thorley 2 pages 243.4KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rule 3.19A.2 and section 205G of the Corporations Act. It details the change in securities holdings of a director, including the number of shares held before and after the change, the nature of the change (on-market purchase), and other related information. This is a report of personal share transactions by a company director, which fits the definition of Director's Dealing filings. The document length is 3304 characters, which is consistent with a detailed notice rather than a brief announcement or a full report. Therefore, the appropriate classification is Director's Dealing (DIRS).
2020-05-14 English
Our virtual Shareholder Presentation, WAM Vault from 21 May 1
Investor Presentation Classification · 90% confidence The document is a brief announcement about a virtual Shareholder Presentation event, inviting shareholders to access conversations with company executives. It does not contain financial data, detailed analysis, or formal report content. The length is very short (734 characters), and it serves as an invitation or notice rather than the presentation itself. Therefore, it fits best as an Investor Presentation (IP) announcement or invitation rather than a full report or regulatory filing. Given the content and context, the classification is Investor Presentation (IP).
2020-05-13 English
April 2020 Investment Update 8 pages 3.2MB
Interim / Quarterly Report Classification · 95% confidence The document is approximately 15,000 characters long, indicating it is a substantive report rather than a brief announcement. The content includes detailed portfolio updates, geographical exposure, cash currency exposure, and top holdings, which are typical components of a fund or investment company report. The presence of detailed financial data and portfolio information suggests this is a comprehensive periodic financial report rather than a simple announcement or presentation. Given the detailed portfolio and financial data, this aligns best with an Interim / Quarterly Report (IR) rather than an Annual Report (10-K) or other categories. There is no indication of it being an earnings release, call transcript, or regulatory filing. Therefore, the classification is Interim / Quarterly Report (IR). Q3 2024
2020-05-13 English

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