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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 2019-01-13 Management Reports
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
December 2018 Investment Update 9 pages 2.6MB
Management Reports Classification · 95% confidence The document is titled 'Investment Update' and dated December 2018. It contains detailed commentary on market conditions, portfolio updates, net tangible asset (NTA) figures, performance data, dividend information, and top holdings for investment portfolios managed by Wilson Asset Management. The content includes detailed financial performance metrics, portfolio composition, and investment outlook commentary. It is a comprehensive update on investment performance and market conditions rather than a brief announcement or a regulatory filing. The length is substantial (15,000 characters), and it contains substantive financial data and analysis. This fits the definition of a Management Report (MDA), which includes management's detailed explanation of financial results, business trends, and outlook. It is not an Annual Report (10-K) or Interim Report (IR) as it is not a full fiscal year or quarter report but rather a periodic investment update. It is not a Regulatory Filing (RNS) or Report Publication Announcement (RPA) because it contains detailed financial data and analysis, not just an announcement. Therefore, the best classification is Management Reports (MDA).
2019-01-13 English
November 2018 Investment Update 9 pages 2.5MB
Investor Presentation Classification · 95% confidence The document is titled 'Investment Update' and is dated November 2018. It contains detailed portfolio updates, market commentary, net tangible asset (NTA) figures, dividend information, and performance metrics for investment portfolios managed by Wilson Asset Management. The content includes detailed financial data, portfolio composition, and investment performance analysis. There is no indication that this is an announcement of a report publication or a brief summary; rather, it is a comprehensive update on investment performance and portfolio status. The document does not fit categories like earnings release, annual report, or regulatory filing but aligns with an investor presentation or investment update. Given the detailed financial and portfolio information aimed at shareholders and investors, the most appropriate classification is 'Investor Presentation' (IP). The document length (15,000 characters) and depth of content support this classification with high confidence.
2018-12-12 English
November 2018 Shareholder Presentation 36 pages 4.3MB
Investor Presentation Classification · 95% confidence The document is titled as a "Shareholder Presentation" dated November 2018 and contains investment team details, market commentary, portfolio holdings, and investment strategy insights. It is a presentation format aimed at shareholders or investors, focusing on financial markets, investment opportunities, and company strategy rather than detailed financial statements or regulatory disclosures. There is no indication of it being an official annual or interim report, audit report, earnings release, or regulatory filing. The content and format align with an Investor Presentation, which typically includes market outlook, investment philosophy, and portfolio highlights.
2018-11-19 English
October 2018 Investment Update 9 pages 2.5MB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Investment Update' and dated October 2018. It contains detailed portfolio updates, net tangible asset (NTA) figures, dividend information, and performance metrics for investment portfolios managed by WAM Capital. It discusses market conditions, portfolio performance, dividend payments, and share issuance related to a takeover. The content is typical of a periodic investment update report rather than a full annual or quarterly financial report. It includes substantive financial data and analysis for a specific period (October 2018), which aligns with an interim or quarterly report. The document is about 15,000 characters long, indicating it is a full report rather than a brief announcement. Therefore, the most appropriate classification is Interim / Quarterly Report (IR).
2018-11-13 English
From the Chairman - Is the bull market over? 2 pages 587.8KB
AGM Information Classification · 95% confidence The document is a letter addressed to shareholders dated 29 October 2018. It discusses market conditions, investment outlook, company activities including a takeover offer, management changes, and upcoming shareholder presentations. The tone and content are consistent with a communication from company leadership to shareholders providing an overview of recent events and outlook rather than detailed financial statements or regulatory filings. The mention of upcoming shareholder presentations suggests this document is likely part of materials shared during an Annual General Meeting or similar shareholder meeting. There is no indication of detailed financial data, audit information, or regulatory compliance content. The document is not a report publication announcement or a certification. Therefore, the best fit is AGM Information (AGM-R), which covers presentations and materials shared during the Annual General Meeting.
2018-10-28 English
Change of Registered Office and Principal Place of Business 1
Regulatory Filings Classification · 95% confidence The document is an ASX announcement dated 19 October 2018 regarding a change of the company's registered office and principal place of business. It contains no financial data, no discussion of financial results, no voting results, no management changes beyond office location, and no mention of reports or filings. The document is short (2350 characters) and serves as a regulatory announcement about a corporate administrative change. Therefore, it fits best under Regulatory Filings (RNS), which is the fallback category for miscellaneous regulatory announcements that do not fit other specific categories.
2018-10-18 English

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