WCM INVESTMENT Overview
Wcm Investment Management is an investment advisor that manages 6.1 BN dollars in regulatory AUM and has 29 employees, of which 17 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 14BN in positions, representing 236% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/19. The fund's latest filing disclosed 14BN in positions, representing 236% of the manager's regulatory AUM.
WCM INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WCM INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CB | 13.68% | Financials | 4.74% | 0.44% | 6 | 10% | ||
| SHOP | 9.49% | Unknown | 33.88% | 3.38% | 7 | 2% | ||
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FEATURED IN
WCM INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Paul R. Black | President/Co-Ceo | December-2002 |
| Kurt R. Winrich | Chairman/Co-Ceo | December-2002 |
| James C. Owens | Executive Vp | December-2002 |
| Lee T. Rydzeski | Secretary/Vp | June-1995 |
| David A. Brewer | Chief Compliance Officer | October-2004 |
| Sloane W. Payne | Portfolio Manager | October-2004 |
| Peter J. Hunkel | Portfolio Manager | December-2013 |
| Mike B. Trigg | Portfolio Manager | December-2013 |
WCM INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
WCM INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss section of this Brochure.
In addition, the Firm is: the General Partner to the WCM Investment Management Small-Cap Value Fund LP, the WCM Investment Management Focused International Growth Fund LP and the WCM Investment Management Focused Emerging Markets Fund LP; investment adviser to three mutual funds (the WCM Focused International Growth Fund, the WCM Focused Global Growth Fund, and the WCM Focused Emerging Markets Fund); and sub-adviser to an exchange-traded fund WCM/BNY Mellon Focused Growth ADR ETF Fund (AADR). For more information, see the Other Financial Industry Activities and Affiliations section.
WCM also participates as a sub-adviser in various wrap fee programs, as described in the Wrap Fee Programs sub-section below, and acts as a non-discretionary sub-adviser by providing our investment models to a few advisers.
Tailored Relationships
WCM’s standard services are tailored to our ...
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In addition, the Firm is: the General Partner to the WCM Investment Management Small-Cap Value Fund LP, the WCM Investment Management Focused International Growth Fund LP and the WCM Investment Management Focused Emerging Markets Fund LP; investment adviser to three mutual funds (the WCM Focused International Growth Fund, the WCM Focused Global Growth Fund, and the WCM Focused Emerging Markets Fund); and sub-adviser to an exchange-traded fund WCM/BNY Mellon Focused Growth ADR ETF Fund (AADR). For more information, see the Other Financial Industry Activities and Affiliations section.
WCM also participates as a sub-adviser in various wrap fee programs, as described in the Wrap Fee Programs sub-section below, and acts as a non-discretionary sub-adviser by providing our investment models to a few advisers.
Tailored Relationships
WCM’s standard services are tailored to our ...
Unlock Full Investment Process Description
WCM INVESTMENT Portfolio Concentration
WCM INVESTMENT Location
281 BROOKS STREET
LAGUNA BEACH, California
UNITED STATES, 92651-2974
LAGUNA BEACH, California
UNITED STATES, 92651-2974
WCM INVESTMENT Contact Information
Phone Number: 949-380-0200
Fax Number: 949-380-0819
Website: http://www.wcminvest.com
Fax Number: 949-380-0819
Website: http://www.wcminvest.com
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