Wilson Asset Management
Anna Milne, CFA, is a seasoned investment professional with extensive experience in equity research and portfolio management. Currently serving as Deputy Portfolio Manager at Wilson Asset Management since November 2020, Anna has previously held roles as a Senior Investment Analyst and Equity Analyst for WAM Leaders. Prior to joining Wilson Asset Management, Anna contributed to UBS and Credit Suisse as an Equity Research Analyst, focusing on the healthcare and insurance sectors. Anna's career began at Jarden and Credit Suisse as an Equities Summer Analyst. Anna holds a Bachelor of Commerce in Accounting and Finance from The University of Auckland and earned the CFA designation between 2017 and 2019.
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Wilson Asset Management
Wilson Asset Management has a strong track record of delivering risk-adjusted returns for shareholders and making a difference for investors and the community for more than 20 years. Established in 1997 by Geoff Wilson AO, Wilson Asset Management is responsible for investing almost $5 billion in undervalued Australian and international growth companies on behalf of 130,000 retail investors across eight listed investment companies (LICs). Wilson Asset Management created, and is the lead supporter of Future Generation, the first LICs to deliver investment and social returns. Wilson Asset Management advocates and acts for retail investors, is a member of the global philanthropic Pledge 1% movement and provides all team members with $10,000 each year to donate to charities of their choice.