WAM offers up top results

If you want some sound investing advice, free of charge, look no further than a successful fund manager's investing portfolio.

a woman

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

If you want some sound investing advice, free of charge, look no further than a successful fund manager's investing portfolio.

The figures speak for themselves — looking at Geoff Wilson's three ASX-listed companies, WAM Capital Limited (ASX: WAM), WAM Active Limited (ASX: WAA), and WAM Research Limited (ASX: WAX), any investor would be content. The share prices of the three companies are up 23%, 15.19%, and 46.85% respectively in the past 24 months. The three companies all offer something unique to investors, giving Wilson's organisation a reputation as a one-stop investor shop.

WAM Capital Limited is the largest of the three, boasting $334 million under management. The company's focus is on a rising stream of fully franked dividends and provides capital and investment security. The company currently returns a fully franked dividend of 6.5%.

WAM Active Limited has a current market capital of $24 million, making it the smallest of Wilson's companies and, as the name suggests, it is predominantly involved in ASX-listed shares with a focus on absolute returns. Some of the companies included in the investment portfolio are Coventry Group Limited (ASX: CYG) and Brickworks Limited (ASX: BKW).

WAM Research Limited has recently been highly successful in returning value to shareholders. Improving capital growth by almost 50% in two years, WAM research focuses on small to medium-sized industrial companies that aren't waiting on a new major discovery, like their mining counterparts.

Wilson's philosophy is simple, you've got to love the stock market, look past the spreadsheets and financial accounts and understand how it works. Looking at a company's business model, stock price, and forecasting earnings and profits is a good place to start but it's all about knowing who has your money and who is going to put it to the best use.

Foolish takeaway

With price-to-earnings ratios of 41.63, 48.16, and 65.2 respectively, none of these companies appear cheap, but owners of the shares must believe in WAM management's ability to steer this investment organisation in the right direction.

Not content with Wilson's investing strategy? Get "3 Stocks for the Great Dividend Boom" in our special FREE report. Click here now to find out the names, stock symbols, and full research for our three favourite income ideas, all completely free!

More reading

The Motley Fool's purpose is to help the world invest, better. Click here now for your free subscription to Take Stock, The Motley Fool's free investing newsletter. Packed with stock ideas and investing advice, it is essential reading for anyone looking to build and grow their wealth in the years ahead. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson. Motley Fool contributor Owen Raszkiewicz does not own shares in any of the mentioned companies.

More on ⏸️ Investing

Close up of baby looking puzzled
Retail Shares

What has happened to the Baby Bunting (ASX:BBN) share price this year?

It's been a volatile year so far for the Aussie nursery retailer. We take a closer look

Read more »

woman holds sign saying 'we need change' at climate change protest
ETFs

3 ASX ETFs that invest in companies fighting climate change

If you want to shift some of your investments into more ethical companies, exchange-traded funds can offer a good option

Read more »

a jewellery store attendant stands at a cabinet displaying opulent necklaces and earrings featuring diamonds and precious stones.
⏸️ Investing

The Michael Hill (ASX: MHJ) share price poised for growth

Investors will be keeping an eye on the Michael Hill International Limited (ASX: MHJ) share price today. The keen interest…

Read more »

ASX shares buy unstoppable asx share price represented by man in superman cape pointing skyward
⏸️ Investing

The Atomos (ASX:AMS) share price is up 15% in a week

The Atomos (ASX: AMS) share price has surged 15% this week. Let's look at what's ahead as the company build…

Read more »

Two people in suits arm wrestle on a black and white chess board.
Retail Shares

How does the Temple & Webster (ASX:TPW) share price stack up against Nick Scali (ASX:NCK)?

How does the Temple & Webster (ASX: TPW) share price stack up against rival furniture retailer Nick Scali Limited (ASX:…

Read more »

A medical researcher works on a bichip, indicating share price movement in ASX tech companies
Healthcare Shares

The Aroa (ASX:ARX) share price has surged 60% since its IPO

The Aroa (ASX:ARX) share price has surged 60% since the Polynovo (ASX: PNV) competitor listed on the ASX in July.…

Read more »

asx investor daydreaming about US shares
⏸️ How to Invest

How to buy US shares from Australia right now

If you have been wondering how to buy US shares from Australia to gain exposure from the highly topical market,…

Read more »

⏸️ Investing

Why Fox (NASDAQ:FOX) might hurt News Corp (ASX:NWS) shareholders

News Corporation (ASX: NWS) might be facing some existential threats from its American cousins over the riots on 6 January

Read more »