Episode description

Geoff Wilson AO is the Chairman and Chief Investment Officer of Wilson Asset Management.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Geoff, we're unpacking:

• Geoff's journey in finance and founding Wilson Asset Management
• The investment framework Wilson uses to pick a great investment
• How Wilson Asset Management grew to 10 listed investment companies
• How WAM values a company
• A live valuation case study using Equity Mates Media as the example
• The lessons Geoff would teach all young investors

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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

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