asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: WAX
release_schedule:
structure: Listed Investment Company
commentary_block:
factsheet_url:
fund_features:
WAM Research Limited (WAX) is a listed investment company that invests in growth companies which are generally small-to-medium sized industrial companies. The Company was listed in 2003 and the portfolio is managed by MAM Pty Limited, a member of the Wilson Asset Management group. The Company aims to provide shareholders a steady stream of fully franked dividends and a high real rate of return, comprising both capital and income.
- WAX’s investment philosophy is to invest predominantly in industrial companies with an emphasis on companies that are under researched and are considered undervalued by the Manager.
- As such the company focuses on small-to-mid cap companies.
- The Manager uses a research-driven approach to identify investment opportunities, which involves making and focuses on small-and-mid cap stocks with the majority of investments outside the top 100.
- WAX aims to maintain a portfolio of between 30 and 60 securities.