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Market Leading Performance

Our equity research recommendations have returned 16.32% p.a. versus the Small Ordinaries Accumulation Index which has returned 8.48% p.a. in the eight years from July 1 2002 to 30 June 2010.

Performance from Inception graph

Performance of our Research Recommendations

We don’t claim to get it right every time. Our goal is to identify outperforming investment ideas that can generate returns above benchmark over the long term. To ensure we deliver on this goal we track and measure all of our mid market recommendations AND submit them to an external independent body Thomson Reuters StarMine for review.

Wilson HTM has been tracking the performance of its equity research recommendations since July 1 2002 and our research recommendations have outperformed the Small Ordinaries Accumulation Index in 6 of the 8 Financial Years to June 30 2010.

Financial Year Breakdown Graph

Performance Validation

Performance Validation

To ensure we are continually improving our research offering Wilson HTM submits its equity research recommendations to Thomson Reuters StarMine for measurement and reporting.

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Equity Research

Equity Research

The key to successful investing is timely and accurate information. Whether or not you are a professional adviser, trader or prefer to do your own investing, being informed is essential.

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