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WAM Strategic Value Ltd ( (AU:WAR) ) has shared an update.
WAM Strategic Value Limited reported a significant increase in its investment portfolio performance for December 2024, outpacing the S&P/ASX All Ordinaries Accumulation Index which saw a decline. The portfolio’s defensive nature has consistently outperformed the market during downturns throughout the calendar year 2024. The company anticipates that a declining interest rate environment will enhance the appeal of high-yielding assets, positioning LICs and LITs as attractive options for investors. Additionally, WAM Strategic Value has increased its holdings in Salter Brothers Emerging Companies Limited, which focuses on small-cap Australian firms, and highlighted the strong performance of Regal Asian Investments, both contributing positively to its portfolio.
More about WAM Strategic Value Ltd
WAM Strategic Value Limited operates within the investment industry, primarily focusing on discounted asset opportunities. The company is involved in managing a portfolio of investments, including listed investment companies (LICs) and listed investment trusts (LITs), aiming to deliver stable and predictable income streams for long-term value creation.
YTD Price Performance: 0.45%
Average Trading Volume: 111,900
Technical Sentiment Consensus Rating: Sell
Learn more about WAR stock on TipRanks’ Stock Analysis page.