Listed Managed Investment Reports

WAM Research Limited (ASX: WAX) - Research Focus - Small to Mid Cap Companies - Dividend Focus
Monday, April 20, 2015
WAX aims to maintain a portfolio of between 30 and 60 securities. The manager focuses on small-to-mid cap stocks with most investments outside the top 100. Given the company focuses on industrial stocks, the portfolio has very little, if any, exposure to the resource sector.
Download Report
Whitefield Ltd (ASX: WHF) - Oldest LIC - Industrial Companies Only - Long Term Capital & Dividend Growth
Monday, April 20, 2015
The manager primarily invests in large cap stocks with over 80% of the portfolio invested in top 50 stocks, in line with the benchmark index. The portfolio is heavily weighted to the Financials sector
Download Report
Westoz Investment Company (ASX: WIC) - High Conviction - Concentrated Portfolio - Small/ Micro Cap Universe
Monday, April 20, 2015
WIC has a concentrated portfolio, with the intent being to hold 10 to 25 stocks. The portfolio comprised 23 stocks at 31 December 2014. The Manager takes high conviction positions in stocks. The Manager will hold cash in the event attractive investment opportunities are not available.
Download Report
LIC Quarterly Research Publication - December 2014
Monday, April 20, 2015
Our coverage in this sector keeps growing - we anticipate to keep expanding coverage into the new quarter. We also see new LICs being listed in the coming quarter so watch this space!
Download Report
Australian Foundation Investment Company (ASX: AFI) - Long Term - Steady Stream of Dividends
Sunday, April 19, 2015
AFI uses fundamental analysis to identify companies in attractively structured industries with high-quality assets, brands and/or businesses that can withstand the business cycle.
Download Report