WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD — 13F Portfolio

FIRM OVERVIEW Wilson Asset Management (International) Pty Ltd is the international investment arm of Wilson Asset Management, one of Australia's most prominent boutique asset management firms headquartered in Sydney. Founded by Geoff Wilson in 1997, the broader Wilson Asset Management group has grown into a significant force in Australian markets, known for managing several listed investment companies (LICs) on the Australian Securities Exchange and maintaining a strong profile in Australian financial media. The international entity, filing 13F reports with the SEC under CIK #0001914472, represents Wilson's expansion into U.S. equity markets, extending the firm's value-oriented investment philosophy to American securities. Geoff Wilson is a highly visible figure in Australian finance, known for advocacy on behalf of retail investors, philanthropic initiatives, and accessible investment education. The firm's culture emphasizes active management, contrarian thinking, and identifying mispriced opportunities. Users can leverage the platform's 13F history tools to examine the disclosed U.S. equity positions of this Australian manager's international portfolio. WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD INVESTMENT STRATEGY Wilson Asset Management employs a value-oriented, contrarian investment philosophy focused on identifying undervalued companies with catalysts for revaluation. The firm's approach emphasizes bottom-up fundamental research, seeking businesses trading below intrinsic value due to temporary challenges, market neglect, or misunderstood growth prospects. This methodology incorporates event-driven elements, with attention to corporate actions, management changes, restructurings, and other catalysts that may unlock value. The international arm extends this framework to U.S. markets, applying Wilson's Australian-honed investment process to American equities. Observable patterns from 13F filings suggest diversified positioning across sectors including technology, financials, healthcare, and industrials, with opportunistic allocations based on prevailing valuation opportunities rather than fixed sector weights. The investment style demonstrates willingness to take positions against market consensus when fundamental analysis supports a contrarian view. The **Sector Allocation History** accessible through the platform reveals how Wilson has positioned across U.S. market segments over time, while **Top 10 Holdings Concentration** metrics illuminate conviction levels in highest-weighted American equity positions. RISK PROFILE The risk characteristics of Wilson Asset Management (International) Pty Ltd reflect its active, value-oriented investment approach combined with the particular dynamics of an Australian manager investing in U.S. markets. Contrarian and value strategies can experience periods of underperformance when momentum or growth factors dominate, requiring patience through challenging regimes before mean reversion catalyzes value recognition. Event-driven positioning introduces catalyst risk, where expected corporate actions may fail to materialize or produce different outcomes than anticipated. As a relatively recent 13F filer (with CIK registration around 2022), the disclosed U.S. portfolio has limited direct historical data, though the broader Wilson Asset Management organization's Australian track record provides context for understanding the firm's investment culture and risk management approach. Analyzing the **Max Drawdown Depth** through backtested replication offers insight into how the disclosed portfolio would have performed during U.S. market stress periods. The **Volatility Profile** provides context on return consistency, while the **Downside Capture Ratio** illuminates defensive characteristics during risk-off environments when value and contrarian strategies may exhibit distinct behavior relative to broad market indices. ANALYTICS SUMMARY Wilson Asset Management (International) Pty Ltd represents the U.S. equity investment activities of one of Australia's most recognized boutique asset managers. Under Geoff Wilson's leadership as Founder and Chairman, the firm has built a substantial following in Australian markets through its listed investment companies and accessible approach to active management communication. The international entity extends Wilson's value-oriented, contrarian philosophy to American equities, providing Australian investors access to U.S. market opportunities through the firm's established investment process. The **13F Portfolio Composition** data enables users to replicate disclosed U.S. holdings, normalized to a user-defined notional, to simulate historical capital trajectory and risk-adjusted outcomes. The firm's active management approach, combining bottom-up value identification with event-driven catalyst recognition, produces investment behavior distinct from passive or index-tracking strategies. The **Sharpe Ratio** derived from backtested replication offers a quantitative measure of risk-adjusted efficiency, while the **Annualized Return (CAGR)** provides insight into compounding behavior over observable periods. A diagnostic question for deeper analysis: How does Wilson Asset Management's contrarian, value-oriented positioning in U.S. equities correlate with factor rotations between growth and value regimes, and does the portfolio demonstrate consistent alpha generation across different U.S. market cycles compared to the firm's established Australian track record?

Wilson Asset Management (International) Pty Ltd reported $354M in 13F assets as of 2026 Q1. Note: 13F AUM reflects only long equity positions reported to the SEC and may differ from total assets under management.

Wilson Asset Management (International) Pty Ltd holds 43 disclosed positions. The top 10 holdings represent +50.08% of the reported portfolio, indicating a highly concentrated investment approach.

Track Wilson Asset Management (International) Pty Ltd's quarterly filings on SEC EDGAR or on this page — data is updated within days of each filing deadline. Subscribe to 13Foresight for position-change alerts.

Wilson Asset Management (International) Pty Ltd is managed by Geoff Wilson (Founder / Chairman), Matthew Haupt (Portfolio Manager).