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The period of 2014 to 2018 may be seen as the golden age for LICs. With over 50 LICs launched during the period, most raising many hundreds of millions of dollars. Fund managers scrambled during this period to turn their…

The 2019 Financial Year was certainly a year of two halves. Global selloffs saw share markets fall anywhere from 10-20% in late 2018, bringing doom and gloom back into the market. However, almost as if a switch was flicked on…

It was only a matter of time until it happened. Poster boy of the Australian LIC landscape, Geoff Wilson and his team at Wilson Asset Management (WAM) are joining the increasing popular Global Listed Investment Company (LIC) space with their latest…

2017 ETF & LIC Performance Report

ETF Watch - Jan 15, 2018

Investors may look back on 2017 as a year of remarkably low volatility. As the world digested events like Brexit, the leader of the free world's erratic ways and the emergence of Bitcoin mania, equity markets marched forward unhindered by what was…

In a period which included shocks like Brexit and the Trump election win, equity markets performed surprisingly well in the 2017 Financial Year, with the Australian market up around 14% including dividends and global markets up around 20%. Most investors…

Wilson Asset Management have certainly been busy in recent times. After raising a record $400m with WAM Leaders Fund (WLE) last year, and in more recent times successfully taking over management of Century Australia (CYA) and working on a $75m…

Investors in the Wilson Asset Management stable of LICs (WAM, WAA, WAX, WLE) will probably be aware that Wilson has quietly taken over control of Century Australia (CYA). Wilson are now raising $75m to add to the $80m already held…

This is a guest post from Steve Green. Steve is a full-time investor with a focus on LICs, event-driven and activist investing. You can follow some of his ideas at his investment blog at www.valueinvestingforaliving.com. One of the frustrations I…

This is a guest post from Steve Green. Steve is a full-time investor with a focus on LICs, event-driven and activist investing. You can follow some of his ideas at his investment blog at www.valueinvestingforaliving.com. If you were at a…

Update: 18/4/2016: Due to better than expected demand, the maximum IPO capital raising has been increased from the $330m detailed in the below post to $374m. The biggest LIC IPO so far this year is with us. The first inkling investors had…

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