The Philosophy
Investing in businesses regardless of industry, region, or capitalization size.
Important information
Fund Risks
- The Fund invests at least two-thirds of its total assets in equity securities of companies located around the world, including the United States and emerging frontier countries or markets.
- The Fund is exposed to significant risks related to equities, small & mid capitalisation companies, emerging market securities, geographic concentration, portfolio concentration, currency and foreign exchange, and global investing.
- The Fund’s net derivative exposure may be up to 50% of its net asset value. The use of derivative may involve risks related to market, counterparty/credit, liquidity, valuation, volatility, over-the-counter transaction, and legal and operations.
- This investment involves risks and investors may suffer substantial or total loss of their investment fund.
- Investor should not invest in the Fund solely based on the information provided in this document and should read the prospectus for details, including the risk factors.
Reasons to consider
WCM’s differentiated philosophy and idea sourcing capabilities are tuned to identifying companies that are primed for a steep improvement in the market’s perception. We call these “narrative inflections.” Our broad mandate, global generalist team, and open mindset enable us to comb through all corners of the market for the most compelling narrative inflections.
WCM believe that culture is one of the most important – yet least understood – drivers of long term value. It separates the great companies from the merely good ones. It can help grow a firm’s competitive advantage and fend off disruption. To assess a company’s culture, the firm’s in-house team of business culture analysts interviews former employees, customers, and competitors to best understand corporate culture “DNA.” This allows them to figure out how cultural attributes can propel moats forward, and how the companies can adapt in an ever changing world. Culture is also at the heart of WCM. An employee-owned business that champions collaboration and cultural stewardship, the firm also has a dedicated Chief Culture Officer to ensure that their own firm continues to have a healthy culture based on transparency and gratitude.
The analyses and opinions referenced herein represent the subjective views of the author(s) as referenced, are as of the date shown and are subject to change without prior notice.
Risks to consider
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income and alternative investments. There is no assurance than any investment will meet its performance objectives or that losses will be avoided. There could be other differences across similar products in the same strategy. Investors should fully understand the risks and other relevant details associated with any investment prior to investing.
The team
Experienced investment team.
Sanjay Ayer, CFA®
Portfolio Manager
WCM Investment Management
Bernadette Doerr
Business Culture Analyst
WCM Investment Management
Michael Hayward
Portfolio Manager & Business Analyst
WCM Investment Management
William “J.B.” Horner
Business Culture Analyst
WCM Investment Management
The firm
WCM Investment Management is a global growth equity specialist that focuses on competitive advantages and corporate culture to seek long-term excess returns, while trying to mitigate downside risk.
WCM’s primary 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.
Laguna beach
CA, USA
50+
Employees
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This webpage has been issued by Natixis Investment Managers Hong Kong Limited. Information herein is based on sources Natixis Investment Managers Hong Kong Limited believe to be accurate and reliable as at the date it was made. Natixis Investment Managers Hong Kong Limited reserve the right to revise any information herein at any time without notice. The above Fund data is for information only and does not constitute any offer or solicitation to buy or sell securities and no investment advice or recommendation is given in this document. Investment involves risks. The Fund presented herein may use financial derivatives instruments for investment, hedging risk management, and/or efficient portfolio management purposes. This involves significant risk and is usually more sensitive to price movements. Investors should read the Fund Prospectus and the Product Key Fact Statement (KFS) for further details including risk factors before investing. Past performance information presented is not indicative of future performance. Positive dividend yield does not imply positive returns. Source: Natixis Investment Managers. If investment returns are not denominated in HKD/USD, USD-/HKD-based investors are exposed to exchange rate fluctuations.
The fund presented in this webpage is authorized by the Securities and Futures Commission (“SFC”) for sale to the public in Hong Kong. SFC authorization is not an official recommendation or endorsement of a scheme nor does it guarantee the commercial merits or its performance. It does not mean the fund is suitable for all investors nor is it an endorsement of its suitability for any particular investor or class of investors. This webpage has not been reviewed by the SFC. Natixis Investment Managers may decide to terminate its marketing arrangements for this fund in accordance with the relevant legislation.