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How WAM Alternatives (WMA) is investing in food scarcity, ageing & energy

In this episode, Nick Kelly, portfolio manager at WAM Alternatives (ASX:WMA), explains how the fund is investing in long-term structural trends like the ageing population, food scarcity, digitisation and energy transition. We also unpack how WMA seeks private market exposure, expected returns, and lessons from Blue Sky’s legacy.

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About this episode

In this Australian Investors Podcast episode, your hosts Mitch and Drew discuss:

  • The four mega trends driving WAM Alternatives’ strategy
  • How WMA is investing in themes like food, ageing and digitisation
  • The structure and evolution of the WMA portfolio post-Blue Sky
  • Nick Kelly’s journey and philosophy as an alternatives investor

If you love learning about alternative investments and structural trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

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Topics Covered

  • Nick Kelly’s background and start in investing
  • WAM Alternatives’ transformation from Blue Sky to now
  • How WMA accesses long-term mega trends like digitisation, ageing, food scarcity and energy transition
  • Return expectations, private markets, and the future of WMA’s portfolio

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