9. Initiating and Exiting Positions

The most dangerous words in investing are “it’s still a good business”. One of the greatest challenges for any investor, including WCM, is when to sell. If WCM is convinced a company’s moat is no longer expanding, they exit the position.

DISCLAIMER: Past performance is not a predictor of future returns. This update has been prepared for information purposes only. Any figures provided in this document are unaudited and approximate. This post does not contain investment recommendations nor provide investment advice.

You are strongly encouraged to obtain detailed professional advice and to read any relevant offer document in full before making any investment decision. This is not an offer to invest in any security or financial product.

© 2024 Associate Global Partners Limited.

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