About WAM Strategic Value Limited (WAR)
WAM Strategic Value Limited is a Asset Management company operating in the Financial Services sector. The company is headquartered in Sydney, Australia. WAR has been publicly traded since 2021, giving it 5+ years of trading history.
WAM Strategic Value Limited (WAR) has been publicly traded since 2021, making it a 5-year-old public company. It operates in the Asset Management industry within the Financial Services sector. The company is headquartered in Sydney, Australia. With a market capitalization of A$208 million, WAR is a micro-cap company.
WAR trades on the Australian Securities Exchange and is classified as a micro-cap-cap stock with a market capitalization of approximately A$208 million.
Key Statistics
- Current Price
- A$1.16
- Market Cap
- A$208.05M
- 52-Week High
- A$1.20
- 52-Week Low
- A$1.00
- Sector
- Financial Services
- Industry
- Asset Management
WAR Investment Performance
WAR has gained 0.9% year-to-date in 2026. Since its IPO in 2021, a A$1,000 investment would now be worth A$1,106.
A$1,000 Invested in WAM Strategic Value Limited (WAR)
How much would A$1,000 invested in WAR be worth today?
What would A$1,000 invested in WAR 1 year ago be worth today?
A A$1,000 investment in WAM Strategic Value Limited (WAR) in 2025 would be worth A$1,075 as of March 2026, representing a +7.5% total return.
What would A$1,000 invested in WAR 3 years ago be worth today?
A A$1,000 investment in WAM Strategic Value Limited (WAR) in 2023 would be worth A$1,307 as of March 2026, representing a +30.7% total return.
What would A$1,000 invested in WAR at IPO be worth today?
A A$1,000 investment in WAM Strategic Value Limited (WAR) at IPO would be worth A$1,106 as of March 2026, representing a +10.6% total return.
Monthly Returns Heatmap
Over the past 4+ years (57 months), WAM Strategic Value Limited (WAR) has averaged a monthly return of +0.19% with a median return of +0.00%. The stock had 28 positive months (49%) and 26 negative months (46%). The best month in WAR's history was July 2022 with a +7.7% return, while the worst was June 2022 at -12.6%. Historically, July tends to be the strongest month (averaging +3.9%), and June the weakest (-4.3%).
WAR's longest winning streak was 3 consecutive months of gains, while its longest losing streak was 4 consecutive months of losses. The best full year was 2024 with a cumulative return of +13.2%, and the worst was 2022 at -15.1%.
Annual Returns
Over 5 years of trading history, WAM Strategic Value Limited (WAR) has delivered an average annual return of +2.57% with a median return of +6.63%. The compound annual growth rate (CAGR) is +2.03%. The stock posted gains in 4 years (80%) and losses in 1 years (20%).
WAR's best year was 2024 with a +13.66% gain, while the worst was 2022 at -15.73%. The longest streak of consecutive positive years was 4, and the longest losing streak was 1 years. WAR achieved double-digit gains (10%+) in 1 years. It suffered double-digit losses in 1 years.
| Year | Return | Start | End |
|---|---|---|---|
| 2026 | +0.87% | A$1.14 | A$1.15 |
| 2025 | +7.42% | A$1.07 | A$1.14 |
| 2024 | +13.66% | A$0.94 | A$1.07 |
| 2023 | +6.63% | A$0.88 | A$0.94 |
| 2022 | -15.73% | A$1.04 | A$0.88 |
WAR Investment Analysis: Valuation, Risk & Dividends
Key factors to consider when evaluating WAM Strategic Value Limited as an investment
Valuation
WAR currently trades at a trailing P/E ratio of 10.5, which is considered low relative to the broader market. The price-to-book ratio stands at 0.9. The price-to-sales ratio is 6.5.
Dividends
WAM Strategic Value Limited pays a dividend to shareholders with a current yield of 5.63%. This translates to A$0.07 per share annually. The payout ratio of 56% indicates sustainable dividend coverage.
Risk & Volatility
WAR has a beta of 0.42, indicating it is less volatile than the overall market. The stock's 52-week range is A$1.00 to A$1.20, and it currently trades in the upper half of its 52-week range.
Frequently Asked Questions: WAR
What sector is WAR in? ▼
WAR operates in the Financial Services sector, specifically in the Asset Management industry. This sector includes banks, insurance companies, asset managers, and fintech companies.
How has WAR performed historically? ▼
Over 5 years of trading history, WAR has posted gains in 4 years (80% of the time). The best year was 2024 with a +13.7% return. Past performance does not guarantee future results.
How can I invest in WAR? ▼
You can invest in WAR through any brokerage account that offers access to the Australian Securities Exchange. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold WAR.
Does WAR pay dividends? ▼
WAM Strategic Value Limited pays a dividend to shareholders with a current yield of 5.63%. This translates to A$0.07 per share annually. The payout ratio of 56% indicates sustainable dividend coverage.
What does WAM Strategic Value Limited do? ▼
WAM Strategic Value Limited is a Asset Management company operating in the Financial Services sector. The company is headquartered in Sydney, Australia.
What sector is WAR in? ▼
WAR operates in the Financial Services sector, specifically in the Asset Management industry.
When did WAR go public? ▼
WAM Strategic Value Limited went public in 2021, making it a 5-year-old public company as of 2026.
What is WAR's 3-year return? ▼
Over the past 3 years, WAR has returned 30.7%. A A$1,000 investment would have grown to A$1,307.
How much would A$1,000 invested in WAR at IPO be worth today? ▼
If you invested A$1,000 in WAR at its IPO in 2021, it would be worth approximately A$1,106 today, a 10.6% return over 5 years.
Does WAR pay dividends? ▼
Yes, WAM Strategic Value Limited pays a dividend with a current yield of 5.63%, which is A$0.07 per share annually.
What is WAR's market cap? ▼
WAM Strategic Value Limited has a market capitalization of A$208 million, classifying it as a micro-cap company.
What is WAR's P/E ratio? ▼
WAR has a trailing P/E ratio of 10.5, which measures how much investors are paying per dollar of earnings.
Is WAR a buy, hold, or sell? ▼
Based on analyst opinion, WAR has a consensus "none" rating.
Last updated: 3/15/2026