asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: WAR
release_schedule:
structure: Listed Investment Company
commentary_block:
factsheet_url:
fund_features:
WAM Strategic Value focuses on identifying and capitalizing on share price discounts to underlying asset values of listed companies, primarily listed companies (LICs), listed investment trust (LITs) and other closed-end investment vehicles. The Company’s investment objectives are to provide capital growth over the medium-to-long term, deliver a stream of fully franked dividends and preserve capital while providing shareholders with exposure to a diversified equities portfolio. The Company invests in line with principles such as Focus on Discounted Asset opportunities, Invest in LICs and LITs trading at a discount to their underlying asset values; and Utilize a portfolio-based and index unaware investment methodology. It aims to deliver risk-adjusted returns derived from a portfolio primarily composed of discounted asset opportunities selected using the proven market-driven investment process we have developed over more than two decades.