Despite widespread fears of a negative economic impact from the coronavirus outbreak and continued geo-political uncertainty, the current environment continues to present opportunities for global growth investors. This is the view of Greg Ise, Portfolio Manager at US-based WCM Investment Management.

Since launching in the US five years ago, WCM’s International Small Cap Growth strategy has delivered an average return of 22.7%* and annualised outperformance of over 10.9%*. What’s more, this strong performance has been consistent throughout market cycles.

The strategy is available for a limited time to wholesale Australian investors via the WCM International Small Cap Growth Fund (Managed Fund) (the Fund).

In this session you will learn:

  • Two stocks WCM has identified with continued long-term growth in their economic moat,
  • The most important factors to look for when selecting global growth companies,
  • How the portfolio has delivered such consistent outperformance throughout market cycles,
  • WCM’s unique strategy that has minimised losses in downward markets, while growing strongly in upward markets,
  • How the Fund gives Australian investors exposure to an asset class that has been historically hard to access.

Venues & Dates

Melbourne 28th April Level 12/360 Elizabeth St, Melbourne VIC 3000
Brisbane 29th Brisbane Riverside Centre, Level 29/123 Eagle St, Brisbane City QLD 4000
Sydney 6th May 1 O’Connell St, Sydney NSW 2000
Perth 17th June Level 24/77 St Georges Terrace, Perth WA 6000
Adelaide 18th June 16/211 Victoria Square, Adelaide SA 5000

Event Agenda

Event programme*

9:45am Arrival
9:50am Welcome/introduction by Marty Switzer, CEO, Associate Global Partners
10:00am Jon Tringale, Portfolio Manager, WCM Investment Management
(via video conference) 
11:00am Morning tea break
11:20am Shawn Burns, Senior Portfolio Manager of the Switzer Dividend Growth Fund (ASX:SWTZ) and Contango Income Generator Limited (ASX:CIE)
12:00pm Event ends
*WA guests please note the programme for the Perth event will commence one hour earlier at 8:45am


Shawn Burns

Senior Portfolio Manager

Jon Tringale

Portfolio Manager

Martin Switzer

Chief Executive Officer and Managing Director