WCM Investment Management is a majority employee-owned global equity specialist with a singular focus: identifying companies whose competitive advantages are strengthening over time.
Since its founding in 1976, WCM has developed a distinctive investment philosophy centered on understanding the factors that drive long-term business success, including competitive positioning, corporate culture and management execution.
Rather than focusing solely on historical financial metrics, WCM seeks to identify businesses whose future potential may not yet be fully reflected in market expectations.
In a world increasingly dominated by a handful of market leaders, sustainable growth may require investors to look beyond today’s winners.
Explore WCM’s distinctive investment philosophy and discover how the team seeks to identify companies with strengthening competitive advantages, strong cultures and long-term growth potential.
Understanding the direction of a company’s competitive advantage is far more important for driving shareholder returns than the size of the competitive advantage.
WCM invests in companies that are structurally getting better over time.
WCM believes that culture and behaviours are the hidden force behind business success.
WCM employs a team of dedicated culture research analysts who work in tandem with academics and practitioners to understand the DNA of their holdings.
Portfolio construction is often overlooked by high conviction, active managers who believe risk is best managed at the individual security level.
WCM believes this approach does not go far enough and often leaves portfolios overexposed to dangerous hidden correlations.
Hear directly from the WCM team about the principles that underpin their approach to global equity investing.
WCM’s focus on positive moat trajectory and long-term business quality has historically delivered top-decile peer group rankings and meaningful excess returns across multiple market cycles.
DISCLAIMER: The track record displayed above relates to the WCM Focused Global Equity Fund managed by WCM and is shown for illustrative purposes only, as a guide to the Investment Manager’s capability.
It is not representative of the past or future performance of the Alquity WCM World Growth Fund. Alquity is promoting solely the Investment Manager and is not marketing the US vehicle shown, which is not available in this jurisdiction.
For professional investors and regulated advisors only.
Source: Lipper IM. Data as of 30th June 2026. Inception date of fund is 31st August 2021. Ranking from Lipper Global Equity Global universe. Net performance for the strategy is calculated using the maximum annual management fee of 0.85%. Past performance should not be taken as an indication or guarantee of future performance, and no representation or warranty, expressed or implied is made regarding future performance.
In this thought-provoking article, WCM draws a powerful analogy between the natural world and global equity investing. Just as the strongest tidepools are able to thrive through both rising and falling tides, WCM seeks to identify companies that can strengthen their competitive advantages across different market environments.
The article explores how WCM evaluates businesses through the lens of positive moat trajectory, corporate culture and long-term resilience. Rather than focusing on yesterday’s winners, the team looks for companies whose competitive positions are improving over time and whose cultures support continued innovation and adaptability. Using the tidepool as a metaphor, WCM illustrates why some businesses emerge stronger through changing market conditions while others struggle to maintain their advantage.
Read the full article to discover how WCM’s approach seeks to uncover the potential winners of tomorrow.
Andrew Wiechert and Drew French, Portfolio Managers of the Alquity WCM World Growth Fund, discuss WCM’s approach to global growth investing, including the importance of positive moat trajectory, culture research and long-term portfolio construction.
In an increasingly concentrated market, identifying tomorrow’s winners requires more than simply owning today’s leaders.
The Alquity WCM World Growth Fund combines a forward-looking investment philosophy, dedicated culture research and disciplined portfolio construction to help investors access global growth opportunities with the potential to endure across market cycles.
The Alquity WCM World Growth Fund offers a differentiated approach to global equities. Rather than focusing solely on where companies are today, WCM seeks to identify businesses whose competitive advantages are strengthening, supported by corporate cultures that can sustain growth over the long term.
Exceptional businesses are built by exceptional people. WCM’s dedicated culture research team works alongside investment analysts to assess whether leadership, behaviours and corporate culture are aligned to sustain long-term growth and strengthen competitive advantages.
Combining a concentrated portfolio, a distinctive investment philosophy and a proven focus on positive moat trajectory, the Fund aims to provide investors with exposure to quality businesses supported by diverse secular growth drivers.
Steve Reddaway
Europe/Latam
Mark Taylor
Middle East
Soemoe Thein Win
Africa
Florent Guy-Ducrot
Head of Sales
Eric Frisanco
Europe Sales Director (Institutional)
Benjamin Lim
Head of Funds Distribution – Asia
Over the coming weeks we will be releasing additional global growth Insights content, including research, portfolio manager commentary and webinar details.
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Sources: VAM and WCM Investment Management.
FOR PROFESSIONAL INVESTORS ONLY.
Disclaimer.
This is a marketing communication. This document is intended for use by professional financial advisers only. The distribution of VAM Funds and the offering of the shares may be restricted in certain jurisdictions. Private investors should contact their financial adviser for more details on any of the products featured. It is the responsibility of any person in possession of this document to inform themselves of, and to observe, all applicable laws and regulations of any relevant jurisdictions. Prospective applicants for shares should inform themselves as to the legal requirements and consequences of applying for, holding and disposing of shares and any applicable exchange control regulations and taxes in the countries of their respective citizenship, residence or domicile. Read Full Disclaimer