What’s the secret sauce behind ASX success stories like Afterpay and Temple & Webster?

In this episode, we chat with Tobias Yao, Portfolio Manager at Wilson Asset Management, to unpack the rare superpower he’s spent a decade chasing: founder-led companies. 

He’s found that they aren’t just passionate operators – they’re obsessed, focused and deeply invested in their mission… literally.

Tobias takes us behind the scenes of WAM’s new Founders Fund and shares how backing obsessed founders with skin in the game has delivered outsized returns and serious resilience in volatile markets.

From spotting the next Afterpay to red flags that signal it’s time to sell, this episode is packed with data to help you spot tomorrow’s market leaders.

Here’s what we cover:

• Why founder-led companies have outperformed the ASX by ~10%
• How they’ve contributed to two-thirds of WAM’s total performance while only representing 20% of holdings
• The three traits Tobias looks for before investing in a founder
• The red flags: when founder fire turns to founder fallout
• What succession planning really looks like for generational businesses
• How retail investors can spot “love metrics” and founder obsession

Sidekick is brought to you by Superhero (www.superhero.com.au). 

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Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. 

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