WCM Investment Management

Description

WCM believes that attractive returns can only be achieved by structuring portfolios distinct from the market indices. As a result our portfolio is limited to 20-30 companies, concentrating on our best ideas. Our focus is on industry-leading non-US organizations, led by visionary management teams with sound business strategies. These companies often dominate their industry and are likely to continue that domination well into the future. Thus, when selecting equity investments, our minimum time horizon is 3-5 years. WCM's Investment Strategy Group (ISG), consisting of four senior investment professionals, establishes portfolio guidelines for sector and industry emphasis and develops the model portfolio. The ISG analyzes the major trends in the global economy in order to identify those economic sectors and industries that are most likely to benefit. Typical themes include demographics, global commerce, outsourcing, the growing global middle class and the proliferation of technology. A portfolio strategy is then developed that will best capitalize on the expected growth. All buy and sell decisions are made by the ISG. WCM utilizes independent “grass roots ” research sources for analysis of individual companies and trends, not Wall Street reports. Investment ideas are generated from a number of sources including independent research firms, industry publications, financial media, and news events.

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