Wam Strategic Value Limited
WAR.ASXListed Investment Company
Market Data
$1.120
+0.0%$200.8M
10.4x
$0.107
5.61%
-0.0%
Latest Earnings
Strong invest. portfolio performance, 2026 Half Year Results
20 February 2026
WAM Strategic Value delivered strong investment performance with portfolio gaining 9.8% in H1 2026, outperforming the benchmark by 5.4%. The company reported a 200% increase in profit to $16.0M and increased its interim dividend to 3.25 cents per share, representing an 8.0% grossed-up yield. Key points: Investment portfolio outperformed S&P/ASX All Ordinaries by 5.4% in H1 and 4.3% for full calendar year 2025; 200% increase in operating profit before tax to $16.0M; Strong consistent performance with 15.9% per annum returns over two years and 14.5% over three years
Recent Announcements
Becoming a substantial holder for CD2
CD2 became a substantial holder (6.05%).
Strong invest. portfolio performance, 2026 Half Year Results
WAM Strategic Value delivered strong investment performance with portfolio gaining 9.8% in H1 2026, outperforming the benchmark by 5.4%. The company reported a 200% increase in profit to $16.0M and increased its interim dividend to 3.25 cents per share, representing an 8.0% grossed-up yield. Key points: Investment portfolio outperformed S&P/ASX All Ordinaries by 5.4% in H1 and 4.3% for full calendar year 2025; 200% increase in operating profit before tax to $16.0M; Strong consistent performance with 15.9% per annum returns over two years and 14.5% over three years
Appendix 4D and Financial Report
WAM Strategic Value delivered exceptional HY26 results with investment portfolio rising 9.8% and outperforming the market by 5.4%. Net profit surged 158.6% to $12.8M driven by strong unrealized gains, leading to a higher interim dividend of 3.25 cents per share. Key points: Investment portfolio performance of 9.8% significantly outperformed S&P/ASX All Ordinaries Accumulation Index by 5.4%; Net profit after tax jumped 158.6% to $12.8M with revenue increasing 165.3% to $21.8M; NTA increased 7.2% for the half year to $1.30 per share (before tax)
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