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.
WCM’s approach to global growth investing is differentiated, not only because it focuses on aspects of businesses that most analysts miss or ignore, but also because it is designed to protect on the downside, to participate on the upside, and thereby to achieve long-term excess returns with only modest volatility. Highlights of WCM’s investment process include:
- Moat Trajectory – WCM seeks to purchase companies with durable and strengthening competitive advantages, while avoiding companies whose competitive advantages are stagnant or deteriorating.
- Culture – A dedicated culture analyst leads their evaluation of corporate cultures, searching for those that foster behaviors beneficial to the competitive edge, that display adaptability in the face of internal and external challenges, and that permeate the organization at all levels.
- Structural Tailwinds – WCM’s pursuit of such businesses tends to lead them more frequently into traditional growth sectors (i.e., consumer, health care, technology), which not only positions their portfolios to benefit from large, long-term global economic trends, but also aids the investor in diversifying their sector exposures.
- Portfolio Construction – With their focus on downside protection, and aided by the deeper company knowledge their concentrated approach affords, WCM endeavors to build portfolios that are well-diversified, holistically-balanced, and carefully risk-managed.
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Natixis Investment Managers, L.P. and WCM Investment Management are affiliated.