To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.
Diversification is important, but the depth of research and strong convictions behind more concentrated portfolios can benefit investors.
With growth opportunities harder to find in the pandemic economy, investors may want to consider the potential advantages of the mid-cap space.
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.