In this episode we welcome Oscar Oberg from Wilson Asset Management. Oscar is the Lead Portfolio Manager responsible for WAM Capital (ASX: WAM), WAM Microcap (ASX:WMI), WAM Research (ASX: WAX) and WAM Active (ASX: WAA). We discussed how the current macro environment is affecting equity markets and why it's more difficult to invest in than during the Covid Crunch, why WAM likes the LIC structure, their three-pronged investment process and some companies that Oscar likes at the moment in the oil services, agriculture and travel sectors.
Find out more about Wilson's at: https://wilsonassetmanagement.com.au/
IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.
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