The Philosophy
Investing in businesses regardless of industry, region, or capitalization size.
Reasons to consider
The fund’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
View all equities funds
Find out more about equity funds from our affiliated investment managers available in your region.
Connect with us
Whatever your investment challenge we can help.
*Past perforance of the manager is not indicative of future results.
This webpage is provided by Natixis Investment Managers Singapore Limited (Company Registration No. 199801044D). The Fund has been recognized under the Securities and Futures Act 2001 of Singapore, and Natixis Investment Managers Singapore Limited is appointed as its Singapore Representative and agent for service of process. Past performance of the Fund or managers, and any economic and market trends or forecast, are not necessarily indicative of the future or likely performance of the Fund or the manager. The value of investments and the income accruing, if any, may rise or fall and investors may lose the full amount invested. Investors investing in funds denominated in non-local currency should be aware of the risk of exchange fluctuations that may cause a loss of principal. Investments in the Fund involve risks, which are fully described in the Prospectus. The Fund may use derivatives for hedging and/or investment purposes. The net asset value of the Fund may be subject to volatility as a result of its investment policy and/or use of financial derivative instruments. Investors should consider the Fund’s investment objective, risks, charges, expenses and read the Prospectus and Product Highlights Sheet carefully and discuss with their financial adviser to determine if the investment is appropriate for them before investing. However, if an investor chooses not to seek advice from a financial adviser, he/she should consider whether the product is suitable for him/her. The Prospectus is available for collection from Natixis Investment Managers Singapore Limited at 5 Shenton Way, #22-05/06, UIC Building, Singapore 068808 or any appointed Singapore distributor.
This webpage is published for information and general circulation only and it does not constitute an offer to anyone or a solicitation by anyone to subscribe for shares of the Fund as it does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this webpage. Nothing in the webpage should be construed as advice or a recommendation to buy or sell shares. Natixis Investment Managers may decide to terminate its marketing arrangements for this fund in accordance with the relevant legislation. This webpage has not been reviewed by the Monetary Authority of Singapore.
This Fund is an ESG Fund under Circular No. CFC 02/2022 on the Disclosure and Reporting Guidelines for Retail ESG Funds issued by the MAS.