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WAM Strategic Value Reports Strong Portfolio Growth and Optimistic Outlook

Story Highlights
  • WAM Strategic Value’s portfolio grew 8.6% in FY2025, outperforming market indices.
  • The company aims to narrow share price discounts through proactive engagement and market dynamics.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
WAM Strategic Value Reports Strong Portfolio Growth and Optimistic Outlook

TipRanks Black Friday Sale

WAM Strategic Value Ltd ( (AU:WAR) ) has issued an announcement.

WAM Strategic Value Limited reported an 8.6% increase in its investment portfolio for the financial year ending June 2025, outperforming the S&P/ASX All Ordinaries Accumulation Index during market downturns. The company declared a fully franked dividend of 6.0 cents per share, reflecting a dividend yield of 5.6%. Looking forward, the company is optimistic about narrowing share price discounts to net tangible assets (NTA) in the LIC and LIT sectors, driven by macroeconomic factors such as plateauing interest rates and a return to fundamental investing. The company’s proactive engagement with investee companies aims to close valuation gaps and enhance shareholder value.

More about WAM Strategic Value Ltd

WAM Strategic Value Limited operates in the investment management industry, focusing on capitalizing on share price discounts to underlying asset values of listed companies, primarily through listed investment companies (LICs) and listed investment trusts (LITs). The company aims to provide capital growth, deliver fully franked dividends, and preserve capital over the medium to long term.

Average Trading Volume: 288,806

Technical Sentiment Signal: Buy

Learn more about WAR stock on TipRanks’ Stock Analysis page.

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