Select your local site for products and services by region

Latin America
United States
United States Offshore
Asia Pacific
Hong Kong
United Kingdom
Location not listed?
Fixed income
Active fixed income investments uncover yield and value opportunities while mitigating risk. Tap into Natixis Investment Managers’ expertise.
Portfolio analysis & consulting
In-depth portfolio analysis to identify and measure sources and drivers of risk and return that can be applied to asset allocation in client portfolios.
Macro Insights
Get data-driven analysis of today’s capital markets that looks beyond the headlines and helps you put current events into better context.
Tools of the Trade
Tap into insights, portfolio analysis techniques, and educational tools to explore trends, navigate rapidly changing markets, and uncover opportunities.
Diversity, Equity and Inclusion
We continuously work to create an environment that promotes diversity, equity, and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity, and background.

Focused Small Cap Strategy

Why choose this strategy?

  • As a high active share, concentrated small cap equity allocation.
  • As an alpha-generating small cap position based on strong bottom-up fundamental analysis.
  • To add a seasoned management team with the ability not only to capture upside market potential but also to protect on the downside.


Investment strategy

  • WCM uses a bottom-up approach that seeks to identify small cap companies with attractive fundamentals, such as strong earnings power, a sound business strategy, and alignment of corporate incentives.
  • The managers seek to partner with smart capital allocators (company management) who create strong cultures, and protect/prolong the period of competitive advantage.
  • Above-average returns can only be achieved by structuring portfolios distinct from market indices. As a result, the strategy typically holds 25-40 companies, concentrated around the managers’ best ideas.
  • Initial position size ranges from 1% to 2%.
  • Full position size ranges from 3% to 6% with weightings based on assessment of valuation and quality.


Objective: Long-term capital appreciation.

Inception date: 12/31/13


Jon Detter
Portfolio Manager and Business Analyst
WCM Investment Management
Pat McGee
Portfolio Manager and Business Analyst
WCM Investment Management
Anthony Glickhouse
Portfolio Manager and Business Analyst
WCM Investment Management

WCM Investment Management

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.

How can we assist you?

Contact your Natixis representative to learn more about our investment strategies, solutions, and services.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.