Jul 13, 2026 – 10.59amA record year for Wilson Asset Management’s active listed investment company largely came down to one crucial decision in February – going to cash.Portfolio manager Shaun Weick was worried at the start of the year that the emergence of agentic artificial intelligence would start to disrupt ASX-listed software businesses.Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Fetching latest articles
Firmus stake fuels record 75pc return for WAM’s active fund
Portfolio manager Shaun Weick believes the neocloud’s valuation could easily hit $50 billion in its hotly anticipated float this year.







