Our Firm
WCM is an independent asset management firm that is motivated by a spirit of broad-based employee ownership.
At WCM, we have worked hard to build and maintain an organization that nurtures excellence and innovation.
Focused Growth International
WCM believes that attractive returns can only be achieved by structuring portfolios distinct from the market indices. As a result, we concentrate and distill our best ideas into our Focused Growth International portfolio.
Investment Universe
WCM seeks quality growth businesses with superior growth prospects, high returns on invested capital, and low or no debt.
Quality Global Growth
WCM believes that attractive returns can only be achieved by structuring portfolios distinct from the market indices. As a result, we concentrate and distill our best ideas into our Quality Global Growth portfolio.
Investment Team
WCM takes an audacious approach to equity research that is not constrained by the status quo.
Portfolio Team
WCM's portfolio team strives to provide clients with unparalleled service, knowledgeable support, and proactive communication.
Ryan Bracci
Ryan joined WCM in 2000; as Head Trader, his primary responsibilities are securities trading and oversight of the trading desk.
Emerging Markets
WCM believes that attractive returns can only be achieved by structuring portfolios distinct from the market indices. As a result, we concentrate and distill our best ideas into our Emerging Markets portfolio.
Home
WCM Investment Management is committed to helping clients achieve their financial goals by utilizinga variety of disciplined techniques for security selection and portfolio construction.
Investment Universe
WCM seeks quality growth businesses with superior growth prospects, high returns on invested capital, and low or no debt.
Investment Universe
The investment universe is comprised of all small-cap businesses listed on US exchanges with market caps between $50 million and $5 billion.
Investment Process
The quality value team relies on a primary-source approach to investing in smaller cap companies.
Sloane Payne
Sloane joined WCM in 2004; his primary responsibilities are oversight of the Operations Team, along with personnel development, risk management, and business development.
Allison Styles
Allie joined WCM in 2018; she oversees the employee experience, including onboarding, development, benefits, and payroll administration. She also works closely with the COO team on projects and business initiatives.
Jung Ryu
Jung joined WCM in 2018; as Business Analyst, his primary responsibility is to produce original equity research for our global, fundamental growth strategies.
Joe Gonzalez
Joe joined WCM in 2018; his primary responsibilities involve portfolio administration and client service, in addition to supporting the Portfolio Managers and the Sales/Marketing teams. He graduated from Xavier University (Ohio) with a B.S.B.
D. Kevin Hughes
Kevin joined WCM in 2018; his primary responsibility is trade settlement for all global markets for all WCM funds and sub-advised funds. Additionally, Kevin plays key roles in proxy and corporate action administration.
Michael Leritz
Michael joined WCM in 2019; his primary responsibilities involve portfolio administration and client service, in addition to supporting Portfolio Managers and the Sales/Marketing teams.
Investment Universe
The Small Cap Growth strategy's investment universe is comprised of US businesses with market caps above $300 million and below the largest in the Russell 2000 index, at time of purchase.
Miles Bredenoord
Miles joined WCM in 2019; his primary responsibilities are driving execution, solving problems, and leading data-centric projects for the global, fundamental growth research team and strategies.
After Authenticity
This article is by an author/blogger I haven’t heard of before, but found to be highly engaging. In this piece, the author examines the “hipster” movement.
How Will You Measure Your Life?
What a phenomenal read. Most of us know Clayton Christensen from his book, "Innovator's Dilemma." And while an accomplished scholar, I was blown away by this speech he gave at HBS back in 2010.
Three charts that pierce the private equity hype
Given my role as a public equity investor, I always enjoy seeing comparisons of different approaches (VC, PE, etc.).
'It's More Than I Imagined': Boeing's New C.E.O. Confronts Its Challenges
It was interesting to read this article, from the NYT, that features the challenges Boeing is going through and what new leadership thinks of the situation. In short, the new CEO, Mr.
China Quality Growth
China is one of the fastest growing economies in the world, with boundless long-term growth prospects and historically inefficient indices.
China Quality Growth Fund
China is one of the fastest growing economies in the world, with boundless long-term growth prospects and historically inefficient indices.
Investment Universe
WCM's universe includes quality businesses with high and/or improving returns on invested capital, free cash generation, and low financial leverage.
Investment Process
WCM assesses portfolio candidates using fundamental analysis to identify great businesses based on positioning (we seek attractive "runways" for growth), competitive advantages (we insist on durable, strengthening economic moats), and corp.
Investment Universe
WCM's universe includes quality businesses with high and/or improving returns on invested capital, free cash generation, and low financial leverage.
Investment Process
WCM assesses portfolio candidates using fundamental analysis to identify great businesses based on positioning (we seek attractive "runways" for growth), competitive advantages (we insist on durable, strengthening economic moats), and corp.
Investment Process
WCM assesses portfolio candidates using fundamental analysis to identify great businesses based on positioning (we seek attractive "runways" for growth), competitive advantages (we insist on durable, strengthening economic moats), and corp.
Investment Universe
WCM's universe includes quality businesses with high and/or improving returns on invested capital, free cash generation, and low financial leverage.
Coronavirus Is a Wake-Up Call for Supply Chain Management
I'm not in charge of a supply chain but still found this article from the HBR to be fascinating.
Zoom's Achilles Heel
In the work-from-home world, Zoom has become both a professional tool and a social media service. I've used it to connect with my team, research partners, friends, and family.
Giverny Capital Letter: David Poppe
This letter by Giverny Capital Asset Management's (GCAM) David Poppe offers a peak under the hood of how to approach investment philosophy, portfolio construction, and stock picking.
Thirty-six Thousand Feet Under the Sea
This was a wild read detailing the mission of a wealthy man and team of misfits to the deepest depths of the world.
Microsoft Takes On Zoom and Slack in a Battle for Your Work Computer
WFH has made productivity apps indispensable, with Zoom, Slack and others effectively serving as the connective tissue between individuals who can no longer work together, face to face. This booming market has made the landscape more competitive.
Tyler Haney Returns to Outdoor Voices With a New Vision - One That Starts With a Female-Led Team
A green shoot emerges among fallen direct to consumer (DTC) stars. As highlighted in past Beach Reads, Outdoor Voices (OV) is an athleisure brand with a turbulent past (see here ).
Unbundling Work from Employment
The process of unbundling and rebundling is a common theme on Beach Reads (see this Shishir Mehrotra podcast ).
TikTok and the Sorting Hat
This insightful analysis of the rise of TikTok by Eugene Wei decodes how an algorithm worked around significant cultural relevance barriers.
Making is Show Business now
This blog post from Alex Danco reviews the topics introduced in the book Working in Public: The Making and Maintenance of Open Source Software .
Inside the airline industry's meltdown
As of just a few months ago, air travel was nothing short of ordinary. Since the dawn of commercial aviation 110 years ago, flying has become cheaper, more encompassing, and ever more prevalent.
Anu Hariharan: Lessons in Growth Investing
Patrick O'Shaughnessy interviews Anu Hariharan, a partner at Y-Combinator who previously worked at companies including Andeersen Horowitz and BCG, in this podcast. The two discuss a wide variety of topics relating to growth investing.
Masters in Business: Dennis Lynch on Global Portfolio Management
In this episode of the Masters in Business podcast series, Barry Ritholtz interviews Dennis Lynch, the co-CIO and PM of investment firm Counterpoint Global.
Making is Show Business now
This blog post from Alex Danco reviews the topics introduced in the book Working in Public: The Making and Maintenance of Open Source Software .
An important feature of WCM's investment philosophy is buying and holding companies that have growing moats.
How Will You Measure Your Life?
What a phenomenal read. Most of us know Clayton Christensen from his book, "Innovator's Dilemma." And while an accomplished scholar, I was blown away by this speech he gave at HBS back in 2010.
Thirty-six Thousand Feet Under the Sea
This was a wild read detailing the mission of a wealthy man and team of misfits to the deepest depths of the world.
Don Kuo
Don joined WCM in 2005; his primary responsibilities are to assist with oversight of the Operations Team, along with personnel development, risk management, and business development.
Investment Universe
WCM seeks non-U.S. quality growth businesses with superior growth prospects, rising returns on invested capital, and low or no debt.
Global Growth Business Analyst
We're looking to add to the Laguna-based investment team.
WCM Business Culture Analyst
Over the years, we've come to believe that culture is one of the most important—yet least understood—drivers of long-term value. It separates the great companies from the merely good ones.
Scott Lee
Scott joined WCM in 2021; his primary responsibilities involve global securities trading and reporting.
How to Build a $100B Money Manager with Paul Black & Mike Trigg
In this podcast, Paul Black, Portfolio Manager & CEO, and Mike Trigg, Portfolio Manager & Business Analyst, are interviewed by Ted Seides on Capital Allocators.
Alex Paff
Alex joined WCM in 2021; her primary responsibility is equity research for our global core strategies. Alex joined WCM following her internship with WCM's Global Core Team in 2020.
How to Build a $100B Money Manager with Paul Black & Mike Trigg
In this podcast, Paul Black, Portfolio Manager & CEO, and Mike Trigg, Portfolio Manager & Business Analyst, are interviewed by Ted Seides on Capital Allocators.
Ryan Bracci
Ryan joined WCM in 2000; as Head Trader, his primary responsibilities are securities trading and oversight of the trading desk.
Miles Bredenoord
Miles joined WCM in 2019; his primary responsibilities are driving execution, solving problems, and leading data-centric projects for the global, fundamental growth research team and strategies.
Joe Gonzalez
Joe joined WCM in 2018; his primary responsibilities involve portfolio administration and client service, in addition to supporting the Portfolio Managers and the Sales/Marketing teams. He graduated from Xavier University (Ohio) with a B.S.B.
D. Kevin Hughes
Kevin joined WCM in 2018; his primary responsibility is trade settlement for all global markets for all WCM funds and sub-advised funds. Additionally, Kevin plays key roles in proxy and corporate action administration.
Don Kuo
Don joined WCM in 2005; his primary responsibilities are to assist with oversight of the Operations Team, along with personnel development, risk management, and business development.
Alex Paff
Alex joined WCM in 2021; her primary responsibility is equity research for our global core strategies. Alex joined WCM following her internship with WCM's Global Core Team in 2020.
Scott Lee
Scott joined WCM in 2021; his primary responsibilities involve global securities trading and reporting.
Michael Leritz
Michael joined WCM in 2019; his primary responsibilities involve portfolio administration and client service, in addition to supporting Portfolio Managers and the Sales/Marketing teams.
Jung Ryu
Jung joined WCM in 2018; as Business Analyst, his primary responsibility is to produce original equity research for our global, fundamental growth strategies.
Sloane Payne
Sloane joined WCM in 2004; his primary responsibilities are oversight of the Operations Team, along with personnel development, risk management, and business development.
Ross Bendetson
Ross joined WCM in 2022; his primary responsibility is equity research for our global, fundamental growth strategies.
Ross Bendetson
Ross joined WCM in 2022; his primary responsibility is equity research for our global, fundamental growth strategies.
Select Global Growth
WCM believes that attractive returns can only be achieved by structuring portfolios distinct from the market indices. As a result, we concentrate and distill our best ideas into our Select Global Growth portfolio.
Investment Universe
The Focused US Opportunities strategy's investment universe is comprised of US businesses with market caps between $2 billion and $20 billion, at time of purchase.
Investment Universe
The Select Mid Cap Growth strategy's investment universe is comprised of US businesses with market caps above $5 billion and below the largest in the Russell Midcap index, at time of purchase.
Investment Universe
The SMID Cap Growth strategy's investment universe is comprised of US businesses with market caps above $1 billion and below the largest in the Russell 2500 index, at time of purchase.
Investment Process
The quality value team relies on a primary-source approach to investing in businesses. In short, the team searches for strong, stakeholder-friendly businesses with a durable competitive advantage that are trading at a discount to intrinsic value.
Investment Process
The quality value team relies on a primary-source approach to investing in businesses. In short, the team searches for strong, stakeholder-friendly businesses with a durable competitive advantage that are trading at a discount to intrinsic value.
Investment Universe
The investment universe is comprised of all companies listed on US exchanges with market caps between $5 billion and $25 billion.
Ryan Adair
Ryan joined WCM in 2023, his primary responsibilities involve portfolio administration and client service, in addition to supporting Portfolio Managers and the Sales/Marketing teams which he continues to do for Martin Capital Partners.
Matt Miller
Matt joined WCM in 2023 after working as a consultant for two years.