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Wilson Asset Management (WAM) thinks these 2 ASX shares are a buy – The Motley Fool Australia
Wilson Asset Management LIC WAM Capital (ASX:WAM) has outlined the investment case for 2 ASX shares including Bega Cheese Ltd (ASX:BGA).
Respected fund manager Wilson Asset Management (WAM) has recently identified two ASX shares that it owns in its portfolio.
WAM operates several listed investment companies (LICs). Some focus on larger companies like WAM Leaders Ltd (ASX: WLE) and WAM Research Limited (ASX: WAX).
There’s also one called WAM Capital Limited (ASX: WAM) which targets “the most compelling undervalued growth opportunities in the Australian market.”
The WAM Capital portfolio has delivered an investment return of 16.3%…
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