WAM 0.62% $1.62 wam capital limited

TSR less fees, page-13

  1. 238 Posts.
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    The present share price premium is large but not historically huge IMO. Just from memory WAM & ALF premiums were significantly higher about 18 months ago when I reduced both to buy others which I perceived as better value at the time. I have not since repeated that exercise. Geoff Wilson has recently sold some WAM & bought others in the stable. It's worth reviewing as things change, which I'll do should something with compelling value come up, &/or the premium expand.
    It obviously depends on investors circumstances, portfolio holdings, view on WAM and the market, suitable alternatives etc.
 
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