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 58B as of June 30, 2020

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.

Assets under management (“AUM”) as of June 30, 2020. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.
Natixis Investment Managers, L.P. and WCM Investment Management are affiliated.

Funds

WCM China Quality Growth Fund

An active small cap growth fund built on a strong bottom-up fundamental research framework.

  • $5.23 million Total Net Assets (as of 10/23/2020)
  • China Region Morningstar Category™

WCM Focused ESG Emerging Markets Fund

An active small cap growth fund built on a strong bottom-up fundamental research framework.

  • $1.04 million Total Net Assets (as of 10/23/2020)
  • Diversified Emerging Mkts Morningstar Category™

WCM Focused ESG International Fund

An active small cap growth fund built on a strong bottom-up fundamental research framework.

  • $0.98 million Total Net Assets (as of 10/23/2020)
  • Foreign Large Blend Morningstar Category™

WCM Focused Emerging Markets Fund

An actively managed emerging market equity fund built on a strong bottom-up fundamental research framework.

  • $945.21 million Total Net Assets (as of 10/23/2020)
  • Diversified Emerging Mkts Morningstar Category™

WCMFocused Global Growth Fund

An actively managed global growth fund built on a strong bottom-up fundamental research framework.

  • $428.56 million Total Net Assets (as of 10/23/2020)
  • World Large Stock Morningstar Category™

WCMFocused International Growth Fund

An actively managed international growth fund built on a strong bottom-up fundamental research framework.

  • $18.64 billion Total Net Assets (as of 10/23/2020)
  • Foreign Large Growth Morningstar Category™

WCM Focused International Value Fund

An active international value fund built on a combination of relative value analysis and fundamental review leads to a holistically balanced portfolio, diversified across traditional value and transitional value.

  • $0.71 million Total Net Assets (as of 10/23/2020)
  • Foreign Large Value Morningstar Category™

WCMFocused Small Cap Fund

An actively managed small cap value fund built on a strong bottom-up fundamental research framework.

  • $61.88 million Total Net Assets (as of 10/23/2020)
  • Small Value Morningstar Category™

WCM International Small Cap Growth Fund

An actively managed international small cap growth fund built on a strong bottom-up fundamental research framework.

  • $317.82 million Total Net Assets (as of 10/23/2020)
  • Foreign Small/Mid Growth Morningstar Category™

WCMSmall Cap Growth Fund

An actively managed small cap growth fund built on a strong bottom-up fundamental research framework.