With an all-cap focus and strong exposure to mid and small cap companies, the strategy is unlike other global growth strategies. Boasting a high active share, the concentrated portfolio – of between 30 - 50 names – favours more nimble companies that are expanding their key competitive advantages and enjoy longer runways for future potential growth.

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 interview former employees, customers, and competitors to build a mosaic. This allows them to figure out how things work in an organization, and how they’re likely to evolve.

Culture is at the heart of WCM. An employee-owned business that champions collaboration, the firm also has a dedicated Culture Coach to ensure that their own firm continues to have a healthy culture based on transparency and gratitude. Furthermore, the portfolio construction process is designed using a best ideas approach and reviewed by the team.