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 06/30/16. The fund's latest filing disclosed 6BN in positions, representing 103% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WCM INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CB 18.41% Financials -6.22% -2.13% 4 15%
TSM 10.02% Tech 18.49% 0.96% 2 13%
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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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WCM INVESTMENT Portfolio Concentration


LAGUNA BEACH, California
UNITED STATES, 92651-2974

WCM INVESTMENT Contact Information

Phone Number: 949-380-0200
Fax Number: 949-380-0819



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