Natixis/WCM
Quality Global Growth Strategy

Overview
Why Choose This Strategy?
- 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.
Facts
ObjectiveSeeks long-term capital appreciation |
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Inception Date12/01/19 |
Documents
Management
WCM Investment Management
Joined the Firm | Began Investment Career | |
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1989 | 1983 |
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2006 | 2000 |
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2007 | 1998 |
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2007 | 2002 |
Literature
DOCUMENTS
Sales & Support
For Financial Professionals
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