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SMA Inception Date: 12/01/2019
Objective: 
Seeks long-term capital appreciation

Why Choose This SMA?

  • As a high active share, concentrated global equity fund.
  • To add diversification to US equity holdings.
  • As a complement to more value-oriented global strategies.

Investment Strategy

  • WCM uses a bottom-up approach that seeks to identify companies with attractive fundamentals, such a 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 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.

Portfolio Managers

paul black

Paul Black

Portfolio Manager and co-Chief Executive Officer

Full Bio

kurt winrich

Kurt Winrich, CFA®

Portfolio Manager and co-Chief Executive Officer

Full Bio

mike trigg

Mike Trigg

Portfolio Manager and Business Analyst

Full Bio

pete hunkel

Pete Hunkel

Portfolio Manager and Business Analyst

Full Bio

sanjay ayer

Sanjay Ayer, CFA®

Portfolio Manager and Business Analyst

Full Bio


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