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Geoff Wilson

September

Kerr Neilson, Platinum’s co-founder, is the kingmaker with a 21.65 per cent stake.

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.

  • Anthony Macdonald

July

Veteran stockpicker Geoff Wilson is fighting to stop virtual-only AGMs.

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.

  • Patrick Durkin
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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.

  • Bonnie Campbell
Bill Ackman says the market has lost faith in the Federal Reserve’s ability to control inflation.

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.

  • Tom Richardson
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May

Jennifer Westacott, Geoff Wilson and Philip Lowe in Sydney this month.

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.

  • Patrick Durkin
One of the buildings in the Australian Unity Office Fund's portfolio.

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.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

April

Fund manager Geoff Wilson says small local businesses will lose out from taxes on unrealised gains in super.

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.

  • Hannah Wootton
Who needs a rate cut? Munro Partners portfolio manager Qiao Ma: “We’re not relying on the Fed cutting rates to make money.”

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.

  • Updated
  • James Thomson
Warwick Negus warned that nominating one director to a board did not guarantee the outcome that the super fund might want.

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.

  • Sally Patten

March

Former RBA governor Philip Lowe has been appointed chairman of Future Generation Australia.

Philip Lowe lands funds management gig

The former RBA governor will succeed ex-NSW premier Mike Baird as chairman of Geoff Wilson’s Future Generation Australia charitable investment vehicle.

  • Updated
  • Jemima Whyte
Philip Lowe will become chairman of Future Generation Australia.

What Philip Lowe did next

Philip Lowe is making a gentle first step in the private sector with philanthropy-focused LIC, Future Generation Australia; the former governor says the RBA has its messaging on rates right. 

  • James Thomson
New York hedge fund Saba Capital has upped its stake in the ASX-listed philanthropy vehicle to nearly 10 per cent.

Hearts & Minds’ heavyweight board stares down New York hedge fund

Saba Capital, which has previously campaigned against BlackRock in its bid to change funds, has bought up some 10 per cent of the ASX-listed philanthropy vehicle.

  • Jonathan Shapiro and Joshua Peach

January

The fundie wars are raging and listed investment companies are a big part of it.

LIC sector far from dead as fundie wars flare up

Fund managers’ perennial fight over a pot of fees ensures fundie wars will rage again this year. One fighter not scared to put noses out of joint is happy to lead the way.

  • Anthony Macdonald

December 2023

Fund manager Geoff Wilson is taking on Nick Bolton again.

Wilson claims $5.6m of Bolton’s Magellan profits ‘unaccounted for’

Geoff Wilson’s lawyers are demanding more information about how activist Nick Bolton has allocated the profits from his Magellan options raid.

  • Jonathan Shapiro
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November 2023

Former Business Council chief executive Jennifer Westacott.

Former BCA chief lands gig at Geoff Wilson’s Future Generation

Jennifer Westacott will chair Future Generation Global, one of two philanthropic investment vehicles established by the high-profile fund manager.

  • Jemima Whyte
Assistant Treasurer Stephen Jones is spearheading the changes.

Franking credits deal close in Senate

Reinvested dividends and banks raising capital to bolster their balance sheets will be carved out of a government tax crackdown on franking credits.

  • John Kehoe

September 2023

Matthew Haupt, lead portfolio manager for the WAM Leaders portfolio. Geoff Wilson is the chairman.

Geoff Wilson wades out of LICs for WAM Leaders

The veteran fund manager is taking a hall pass from his long-lasting love affair with listed investment companies.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

July 2023

Fund manager Geoff Wilson.

WAM climbs up QV Equities’ register, Taylor Collison crosses line

It is understood WAM was the buyer (and 1607 the seller) behind a line of 15.7 million shares in QV equities crossed by stockbroker Taylor Collison on Wednesday morning.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

June 2023

Wilson Asset Management chair Geoff Wilson has found a new sore spot in listed funds.

Geoff Wilson enters Cordish Dixon PE funds fracas, motives unclear

Geoff Wilson is setting up an eleventh-hour quarrel at E&P’s Cordish Dixon private equity funds.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

Original URL: https://www.afr.com/person/geoff-wilson-31i