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.
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