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Overview

Why Choose This Strategy?

  • As a high active share, concentrated emerging market equity allocation.
  • To add diversification to US equity holdings.
  • To add the growth potential of emerging markets to international equity holdings.

Investment Strategy

  • WCM uses a bottom-up approach that seeks to identify companies with attractive fundamentals, such as low or no debt, rising returns on invested capital, and reasonably predictable free cash flow generation. The team focuses on assessing the trajectory of a company’s competitive advantage (“economic moat”) and the alignment of its corporate culture with this economic moat.
  • The team’s focus is on industry-leading emerging market companies led by visionary management teams with sound business strategies. These companies often dominate their industry, and the team believes they will continue that domination well into the future.
  • When selecting equity investments, the targeted minimum time horizon is 3-5 years.
  • Above-average returns can only be achieved by structuring portfolios distinct from market indices. As a result, the strategy typically holds 40-60 companies, concentrated around the managers’ best ideas.

Facts

Objective

Long-term capital appreciation.

Inception Date

12/31/10

Management

WCM Investment Management

  Joined the Firm Began Investment Career
Mike Trigg Photo

Mike Trigg

Portfolio Manager and President

Full Bio

2006 2000
Sanjay Ayer Photo

Sanjay Ayer, CFA®

Portfolio Manager

Full Bio

2007 2002
Greg Ise Photo

Greg Ise, CFA®

Portfolio Manager and Business Analyst

Full Bio

2014 2006
Mike Tian Photo

Mike Tian, CFA®

Portfolio Manager and Business Analyst

Full Bio

2012 2006

Sales & Support

For Financial Professionals

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