A key focus of the WCM Quality Global Growth portfolio is to find quality global companies with growing competitive advantages (ie. ‘expanding economic moats’) and corporate cultures aligned to this growth.
VISA is one such company that demonstrates these expanding economic moat and aligned culture attributes. Despite having a massive competitive advantage, VISA’s moat continues to grow.
We recently caught up with Jon Tringale to provide a snapshot on VISA and explain why it’s one of the top holdings in the WCM Quality Global Growth strategy.
Please note that Jon Tringale is a Client Portfolio Manager rather than a Portfolio Manager, as mentioned in the video.