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AFFILIATED INVESTMENT MANAGERS
WCM Investment Management
Focused Growth Approach of WCM Investment Management
Members of WCM’s investment team explain why two overlooked elements—moat trajectory and corporate culture—are the keys to uncovering the best long-term, global growth opportunities.
- Founded: 1976
- Headquartered: Laguna Beach, CA, USA
- Expertise: Actively managed international and global growth equity investments
- AUM: USD 42B as of September 30, 2019
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. WCM provides services for a diverse client base, including corporations, public and private funds, Taft-Hartley plans, and foundations and endowments. The firm’s 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.
Net asset value as of September 30, 2019. Assets under management ("AUM"), as reported, may include notional assets, assets serviced, gross assets and other types of non-regulatory AUM.