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Next decade investing
The seismic shifts shaping the investment landscape today, and the key trends that will continue to define investor thinking over the next ten years.
About us
WCM

Select Global Growth Equity

Searching for underappreciated positive change

The Philosophy

Investing in businesses regardless of industry, region, or capitalization size.

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Reasons to consider

WCM requires each prospective holding to possess a durable and, most importantly, improving competitive advantage (or “economic moat”). The strategy’s unconstrained focus enables a “go anywhere” approach that concentrates on its best global ideas. Boasting a high active share, the concentrated portfolio (between 30–50 names) favours more nimble companies that can expand their key competitive advantages and enjoy longer runways for future potential growth.

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.

Our investment experience has shown time and again that success stories are underpinned by intentional cultures focused around simple, achievable ends.”
– Sanjay Ayer, CFA®, Portfolio manager and business analyst

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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