WCM Investment Management (WCM) believes that corporate culture is the biggest influence on a company’s ability to grow its competitive advantage or ‘moat’.
This unique approach to company research combined with a disciplined portfolio construction process, has consistently delivered attractive risk adjusted long-term returns for investors. WCM’s Quality Global Growth Equity Strategy (the Strategy) has outperformed it’s benchmark1 by an annualised 3.88% per annum2 since inception3, and the firm’s total assets under management as at 30 June 2024 were in excess of A$135 billion.
Register now for this exclusive interactive webinar with WCM Client Portfolio Manager, Ryan Quinn.
Why attend?
In this high-powered session, WCM will:
- explain how company culture can create competitive advantages and drive investment returns;
- provide actionable insights on where they see the most attractive opportunities;
- identify potential high-performing stocks and sectors that excite them in the current environment;
- provide an update on the Strategy including an overview of recent investment performance; and
- discuss recent activity across the large cap portfolio.
Who should attend
This session is ideal for investors, financial advisors, brokers, consultants, researchers and anyone interested in expanding their knowledge of global equity markets.
Details of the session are:
- Time: 10:00AM (AEST)
- Date: Tuesday 24 September 2024
- Host: Nicole Aubrey, Head of Distribution at Associate Global Partners Limited
- Presenter: Ryan Quinn, Client Portfolio Manager at WCM Investment Management
1Benchmark refers to the MSCI All Country World Index (with gross dividends reinvested reported in Australian Dollars and unhedged).
2As at 31 August 2024.
3Inception date is 31 March 2008.
Register Now
Contact Us
Presenters
Ryan Quinn
Client Portfolio Manager
Ryan Quinn
Client Portfolio Manager
Ryan joined WCM in 2019; his primary responsibility is communicating the firm’s investment thinking while servicing investment consultants and institutional clients. Since he began his investment career in 1997, Ryan’s experience includes positions on the NYSE-floor with Merrill Lynch, Bear Stearns, and Deutsche Bank, as investment consultant at Monticello Associates (Denver) and Canterbury Consulting (Newport Beach), and as CPM with Alternative Investment Management (New York). Ryan earned his B.A. in History from Colgate University (New York), and his M.B.A. / M.S.F. from the University of Denver (Colorado) – Daniels College of Business.
Nicole Aubrey
Head of Distribution
Nicole Aubrey
Head of Distribution
As Head of Distribution at Associate Global Partners Nicole is responsible for sales strategy and distribution of our investment strategies to asset consultants, dealer groups, private banks, family offices and advisers.
Nicole has over 20 years’ experience in financial services, specialising in wholesale channels. Prior to joining Associate Global Partners in 2023, Nicole was the acting Head of Asset Consultants and Senior Manager, National Accounts at Perpetual Group and has held senior roles across a number of asset managers including Morrison and Co, Pendal Group and IML.
Nicole has a Degree in Agricultural Economics (Hons) from the University of Sydney, an Advanced Diploma in Financial Planning and a Masters of Business Administration (Exec) from UNSW.
Email: naubrey@associateglobal.com