February
Shareholders barred from Keybridge meeting as court freezes assets
Sources say observers who showed up in person were also prevented from entering.
WAM hires eight brokers for $400m IPO
Street Talk understands Wilson Asset Management has tapped Taylor Collison, Morgans Financial, E&P Capital, Ord Minnett, Canaccord Genuity and Commonwealth Securities.
WAM fires up brokers for $400m IPO; Westpac legend on board
Wilson declined to comment, however broker sources told this column a deal to raise as much as $400 million is poised to launch.
Fireworks at Keybridge as Catalano, Wilson muscle in; vote called
Sources told this column Wilson reopened Monday afternoon’s meeting over Bolton’s protests and put all its resolutions to a vote.
Nicholas Bolton’s Keybridge to enter voluntary administration: sources
Melbourne accounting and advisory firm Lowe Lippmann is best placed to be appointed, sources said.
End of an era: Catalano, Bolton fall-out to give WAM the edge
Wilson, whose company has built a 45 per cent stake in Bolton’s ASX-listed investment vehicle Keybridge Capital, has been a thorn in Bolton’s side for almost a decade.
The huge red flag this new ASX founders fund is watching for
A new WAM strategy that will exclusively target companies run by “obsessive” originators also has a long list of danger signs to counter the risk of founder hijinks.
January
Regal’s King brothers split their stake to attract ETF investors
The high-profile investment house has posted strong returns and made big acquisitions in the past two years. Now it wants to get onto the S&P/ASX 300 Index.
December 2024
Chris Stott’s 1851 Capital hires from Wilsons Advisory
The small-caps fund manager has made its first hire in more than three years, making a rare addition to its tight-knit team.
Independents do government a favour by refusing to support super tax
Taxing unrealised gains would harm savers and investors in high-growth companies such as Canva and harm the economy by removing much-needed risk capital.
September 2024
Big dogs go to war for Platinum’s $175m honeypot
If there’s one thing we can be sure of, it is that Platinum’s M&A dance didn’t end on Thursday. Its fee-earning assets under management are too tempting.
July 2024
Geoff Wilson battles against renewed push for virtual AGMs
The veteran fund manager has launched a fresh campaign with the backing of his 130,000 retail investors to save the physical annual meeting.
Labour landslide; Starmer should worry Albo; Stock picker’s $46m spree
Read everything that’s happened in the news so far today.
Stock picker takes Sunshine Beach spend to $46m
Wilson Asset Management founder Geoff Wilson and his wife, Karen Greer, have expanded their footprint in the area to three oceanfront properties.
Ackman’s huge new fund offers zero fees, with a catch
The hedge fund king known for monster returns is set to market up to $US26 billion worth of shares to retail investors with zero fees for 12 months.
May 2024
How Geoff Wilson assembled his investment dream team
Philip Lowe, Jennifer Westacott, Mike Baird, David Paradice, Andrew Forrest and Solomon Lew are among the heavy-hitters who have joined Geoff Wilson’s charitable mission to raise money for kids.
Australian Unity Office Fund in exclusive DD for St Kilda property
Street Talk understands the $220 million market cap fund is in exclusive due diligence with a buyer for its St Kilda Road property.
April 2024
Super tax changes to ‘cut off lifeblood’ of local business
Funds management veteran Geoff Wilson says Labor’s controversial plan to tax unrealised gains on big superannuation accounts will discourage investment in local firms.
Fundies name ‘fallen angel’ stock picks
On Thursday morning, investors will be obsessing over what US inflation data says about rate cuts. But Munro Partners’ Qiao Ma won’t be one of them.
Super funds nominating directors to boards ‘unwise’
Super funds that nominate a director to a company board may fail to change the organisation’s strategy and could lose flexibility to manage their investment, leading chairmen warn.