WCM Investment Management

Focused Growth Approach of WCM Investment Management

Members of WCM’s investment team explain why two overlooked elements—moat trajectory and corporate culture—are the keys to uncovering the best long-term, global growth opportunities.

Founded: 1976
Headquartered: Laguna Beach, CA, USA
Expertise: Actively managed international and global growth equity investments
AUM: USD 74.4B as of September 30, 2023

WCM Investment Management is a global growth equity specialist that focuses on competitive advantages and culture to seek long-term excess returns and try to mitigate downside risk. WCM provides services for a diverse client base, including corporations, public and private funds, Taft-Hartley plans, and foundations and endowments. The firm’s goal is to generate long-term, sustainable excess returns for clients through a culture of innovation, close alignment of employee incentives, and a flat power structure that fosters meritocracy and debate. Believing attractive returns can only be achieved by structuring portfolios distinct from the market indices, WCM’s portfolios are focused on their best ideas.

Assets under management (“AUM”) as of September 30, 2023. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.

Natixis Investment Managers, LLC and WCM Investment Management are affiliated.