Investment Managers & Capabilities
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 66.4B as of September 30, 2022
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.
Funds
WCM China Quality Growth Fund
An active growth fund focused on Chinese equities and built on a strong bottom-up fundamental research framework.
WCM Developing World Equity Fund
An active, predominantly large capitalization core fund built on a strong bottom-up fundamental research framework and participation from value and growth.
WCM Focused Emerging Markets Fund
An actively managed emerging market equity fund built on a strong bottom-up fundamental research framework.
WCMFocused Global Growth Fund
An actively managed global growth fund built on a strong bottom-up fundamental research framework.
WCMFocused International Growth Fund
An actively managed international growth fund built on a strong bottom-up fundamental research framework.
WCMFocused International Opportunities Fund
An active international growth fund that seeks to generate long-term, sustainable excess returns.
WCM Focused International Value Fund
An active international value fund built on a combination of relative value analysis and fundamental review leading to a holistically balanced portfolio, diversified across traditional value and transitional value.
WCMFocused Mid Cap Fund
An actively managed mid-cap value fund built on a strong bottom-up fundamental research foundation.
WCM International Equity Fund
An active, predominantly large capitalization core fund built on a strong bottom-up fundamental research framework and participation from value and growth.
WCMInternational Long-Term Growth Fund
An active international growth fund that seeks to generate long-term, sustainable excess returns.
WCM International Small Cap Growth Fund
An actively managed international small-cap growth fund built on a strong bottom-up fundamental research framework.
WCMSMID Quality Value Fund
An actively managed SMID-cap quality value fund built on a strong bottom-up fundamental research framework.
WCMSmall Cap Growth Fund
An actively managed small-cap growth fund built on a strong bottom-up fundamental research framework.