Why Invest
Proven Word-class Manager
WCM has an outstanding long-term track record of global equity management. Their Quality Global Growth Strategy has outperformed the MSCI World Index by an annualised 4.23% since its inception in 2008.
Unique Investment Process
WCM’s two key criteria for selecting an investment are:
- a rising competitive advantage (or expanding ‘economic moat’) and
- a corporate culture that supports the expansion of this moat.
WCM believes the direction of a company’s moat is more important than its absolute width or size.
Fully Franked Income
Access an increasing, fully franked income stream, derived from a portfolio of quality global companies.
Increasing Quarterly Dividends
The Company has a progressive quarterly dividend policy, meaning dividends are forecast to increase in the future.
Quality Global Stocks
WCM’s focus on quality global stocks with expanding economic moats leads it towards high growth sectors such as Technology, Health Care and Consumer. For Australian investors this provides significant diversification benefits, as these sectors represent a relatively small proportion of the local market.
Focused, Low-turnover Portfolio
The portfolio holds no more than 30 – 40 companies, chosen from a universe of over 2,100. This construction results in a high conviction portfolio ensuring the investment team’s best ideas aren’t diluted by less compelling ones.
Traded on the ASX
WCM Global Growth Limited trades on the ASX under the ticker code ‘WQG’, so you can invest via your stockbroker in the same way you would purchase any shares.
