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WCM

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.

Facts

Objective: Long-term capital appreciation.

Inception date: 12/31/13

Management

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.

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