WAM can bet on these plays all day and won't really affect their performance so I can't really tell their confidence level....interesting to see a lot of cash weightings in their portfolio....that's a sign of a really good investor....
http://www.wamfunds.com.au/WAM/media/WAMMedia/WAM Capital/WAANTAMay15.pdf?ext=.pdf
http://www.wamfunds.com.au/WAM/media/WAMMedia/WAM Capital/WAXNTAMay-15.pdf?ext=.pdf
http://www.wamfunds.com.au/WAM/media/WAMMedia/WAM Capital/WAMNTAMay-15.pdf?ext=.pdf
Ann: Becoming a substantial holder from WAM, page-5
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