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The curious case of the missing mid caps

October 10, 2024 - 14 min

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How the WCM Select Global Growth Equity Fund identifies the DNA of great businesses
Sanjay Ayer shares WCM’s approach to finding companies on a trajectory to becoming great businesses.
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Can outperformance become a habit?
Paul Black and Sanjay Ayer from WCM discuss why they think WCM Select Global Growth Equity Fund can continue to outperform.
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Are investors looking for an AI bubble in the wrong place?
As the AI industry expands rapidly, Vaughan Nelson thinks we should be wary of booms in narrower parts of the AI ecosystem.