WAM Capital Limited is a close-ended equity mutual fund launched and managed by Wilson Asset Management (International) Pty Limited. The fund invests in public equity markets of Australia. It makes its investments in companies primarily engaged in the industrial sector. The fund invests in value and growth stocks of small to medium-cap companies. It seeks to invest in short-term arbitrage and mispricing opportunities. The fund has absolute returns focus. It employs fundamental and quantitative analysis with a focus on bottom-up approach to make its investments. The fund benchmarks the performance of its portfolio against the S&P/ASX All Ordinaries Accumulation Index. It conducts in-house research to create its portfolio. WAM Capital Limited was formed on March 8, 1999 and is domiciled in Australia.
Research context
WAM Capital Limited appears in PyInvesting’s Australia Stock catalogue. The price history above describes this recorded instrument; it does not by itself identify a company’s business or establish a continuous investment return.
- Currency
- AUD
- Sector
- Financial Services
- Industry
- Asset Management
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5 years, 6 months ago
WAM Capital Limited is currently in a long term downtrend where the price is trading 0.5% below its 200 day moving average.
From a valuation standpoint, the stock is 70.2% cheaper than other stocks from the Financial Services sector with a price to sales ratio of 15.8.
WAM Capital Limited's total revenue rose by 117.8% to $259M since the same quarter in the previous year.
Its net income has increased by 136.6% to $166M since the same quarter in the previous year.
Finally, its free cash flow fell by 61.9% to $-36M since the same quarter in the previous year.
Based on the above factors, WAM Capital Limited gets an overall score of 3/5.