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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

Objective

Seeks long-term capital appreciation

Inception Date

12/01/19

Management

WCM Investment Management

  Joined the Firm Began Investment Career
Paul Black Photo

Paul Black

Portfolio Manager and co-Chief Executive Officer

Full Bio

1989 1983
Mike Trigg Photo

Mike Trigg

Portfolio Manager and Business Analyst

Full Bio

2006 2000
Pete Hunkel Photo

Pete Hunkel

Portfolio Manager and Business Analyst

Full Bio

2007 1998
Sanjay Ayer Photo

Sanjay Ayer, CFA®

Portfolio Manager and Business Analyst

Full Bio

2007 2002

Literature

Sales & Support

For Financial Professionals

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