NZME, Mainfreight, Summerset: Why this Australian investor likes NZ-listed companies

Wilson Asset Management's Sam Koch says he loves talking about NZ companies. (Image: BusinessDesk)

Mon, 12 May 2025

Wilson Asset Management has billions under management and is an active investor in NZX-listed companies, but you won’t usually see it filing significant shareholder notices. The Australian investor believes NZ-listed firms are undervalued and set to rebound as the economy improves. Among its NZ holdings, the investor has taken stakes in Summerset, Steel & Tube, and BusinessDesk’s owner, NZME, over the past few years. Wilson’s senior equity analyst, Sam Koch, said the fund manager had seen an opportunity in NZX-li...

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