An update on the WCM Quality Global Growth Strategy

We recently caught up with Jon Tringale, the Portfolio Manager at WCM Investment Management (WCM) to discuss his main observations about the markets and provide an update on the WCM Quality Global Growth Strategy.

In this video, Jon covers:

  • the steps WCM have been taking in the last few months to improve performance,
  • what WCM’s attribution analysis is showing in terms of sectors and individual stocks,
  • the lessons the team has learnt during this challenging period, and
  • some new names added to the portfolio and how do they fit with WCM’s expanding moat and aligned culture philosophy.

DISCLAIMER: AGP Investment Management Limited (AGP IM) (ABN 26 123 611 978, AFSL 312247) is a wholly owned subsidiary of Associate Global Partners Limited (AGP) (ABN 56 080 277 998), a financial institution listed on the ASX (APL). AGP IM is the Trustee for WCM International Small Cap Growth Fund (Managed Fund) (the Fund), an unregistered managed investment scheme which is only available to Wholesale Investors.

This material has been prepared for general information purposes only. It is provided to wholesale or sophisticated investors and should not be distributed to or relied upon by retail investors. It does not contain investment recommendations nor provide investment advice. It should not be viewed as a solicitation or offer of advice or services by AGP or AGP IM. It does not take into account the objectives, financial situation or needs of any particular individual. Investors should, before acting on this material, consider the appropriateness of the material. Whilst WCM Investment Management (WCM) is the Investment Manager of the Fund and applies its International Small Cap Growth Strategy (SIG) to the Fund, it has not been a party to the preparation of this material.

Neither AGP IM, AGP, their related bodies corporate, entities, directors or officers guarantees the performance of, or the timing or amount of repayment of capital or income invested in the Fund or that the Fund will achieve its investment objectives. Past performance is not indicative of future performance.

Any economic or market forecasts are not guaranteed. Any references to particular securities or sectors are for illustrative purposes only and are as at the date of publication of this material. This is not a recommendation in relation to any named securities or sectors and no warranty or guarantee is provided that the positions will remain within the portfolio of the Fund. The reader should not assume that an investment in the securities identified was or will be profitable.

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