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WCM Investment Management

WCM has a strong track record managing high-conviction, growth-oriented global equity portfolios.   
 
WCM’s unique investment philosophy is built on the idea that competitive advantages, or “economic moats”, are not static. They ebb and flow, and it’s the direction of the moat (“moat trajectory”)—not the width—that drives stock returns. And here is where culture comes in: we think that effective cultures serve to extend the duration of moat expansion, or “positive moat trajectory”. WCM believe that culture is one of the most important—yet least understood—drivers of long-term value in global equities. Effective corporate culture separates the great companies from the good; it can grow a firm’s competitive advantage and help avoid disruption. At the same time, it’s extremely hard to pin down, and even more difficult to quantify. 
WCM Global Equity Fund
C USD Acc (IE00BYZ09Q19)
December 2024
WCM Global Equity Fund
Q3 2024 Commentary
Q3 2024
WCM Global Equity Fund
C USD Acc (IE00BYZ09Q19)
Q3 2024
WCM GLOBAL EQUITY FUND*
Q1 2025

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