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 90.2B as of March 31, 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 small-cap growth fund built on a strong bottom-up fundamental research framework.
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 leads to a holistically balanced portfolio, diversified across traditional value and transitional value.
WCMFocused Small Cap Fund
An actively managed small-cap value fund built on a strong bottom-up fundamental research framework.
WCM International Equity Fund
An active small-cap growth fund built on a strong bottom-up fundamental research framework.
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.
WCMSmall Cap Growth Fund
An actively managed small-cap growth fund built on a strong bottom-up fundamental research framework.