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WCM Investment Management | Insight | Mike Tian - Moat Trajectories and Investing in China at WCM | In this podcast, Mike Tian, Portfolio Manager & Business Analyst, is interviewed by Ted Seides on Capital Allocators.
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06 September 2021

Mike Tian - Moat Trajectories and Investing in China at WCM

In this podcast, Mike Tian, Portfolio Manager & Business Analyst, is interviewed by Ted Seides on Capital Allocators.

From Ted: "Our conversation begins with Mike's definition of moats and assessment of moat trajectories, using Visa as an example. We then turn to his application of moat trajectory analysis in China, including the value of heavy industries, analysis of culture, consumer preferences, risk, and some investment examples along the way. We close with Mike's thoughts on the moat trajectory of WCM itself."


View: Mike Tian - Moat Trajectories and Investing in China at WCM
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