WCM Global Growth Limited
WCM Global Growth Limited is an actively managed portfolio of quality global companies primarily within the high growth consumer, technology and healthcare sectors.
WCM Global Growth Limited (WQG or the Company) is a listed investment company investing in global equities.
The Company provides investors with access to an actively managed portfolio of quality global companies found primarily in the high growth consumer, technology and healthcare sectors.
The portfolio is managed by WCM Investment Management, LLC (WCM), a California-based specialist global equity firm with an outstanding long-term investment track record.
- Proven world-class manager
- Global income opportunity
- Unique investment process
- Quality global stocks
- Active all-weather portfolio
WCM’s two key criteria for any company to be considered for inclusion are:
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- a rising competitive advantage (or expanding economic moat) and
- a corporate culture that supports the expansion of this moat.
WCM believes the direction of a company’s economic moat is of more importance than its absolute width or size.
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AGP Investment Management Limited (AGP IM) (ABN 26 123 611 978, AFSL 312247) is a wholly owned subsidiary of Associate Global Partners Limited (AGP) (ABN 56 080 277 998), a financial institution listed on the ASX (APL). AGP International Management Pty Ltd (AIML) (ACN 617 319 123) is a Corporate Authorised Representative (CAR No. 1254169) of AGP IM and the investment manager of WCM Global Growth Limited, a listed investment company (LIC) on the ASX (WQG).
This material has been prepared for general information only. It does not contain investment recommendations nor provide investment advice. Investors in LICs should understand the distinction between Investment Portfolio Performance, NTA Performance and Share Price return. Neither WQG, AIML, AGP IM nor their respective related entities, directors or officers guarantees the performance of, or the repayment of capital or income invested within WQG or any associated product or that WQG will achieve its investment objectives. Past performance is not indicative of future performance.
Any economic or market forecasts are not guaranteed. Any references to particular securities or sectors are for illustrative purposes only and are as at the date of publication of this material. This is not a recommendation in relation to any named securities or sectors and no warranty or guarantee is provided that the positions will remain within the portfolio of WQG. Any securities identified and described are for illustrative purposes only and do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in the securities identified was or will be profitable.
Investors should seek professional investment, financial or other advice to assist the investor determine the individual tolerance to risk and needs to attain a particular return on investment. In no way should the investor rely on information contained in this material.
Investors should read any relevant offer document in full before making any investment decision. This material is not an offer to invest in any security or financial product. Relevant information relating to WQG can be obtained by contacting AGP IM or by visiting www.associateglobal.com.
Founded in 1976, WCM Investment Management is a California-based specialist active global and emerging markets asset management firm.
Paul joined WCM in 1989; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since the start of his investment career in 1983, Paul’s experience includes positions as Portfolio Manager with Wells Fargo Private Banking Group, and with Bank of America. At WCM, Paul has helped define the firm’s investment strategy and pilot the firm’s direction. In addition to his active role in portfolio management, he has also served as a client liaison for the communication of the firm’s investment thinking. Paul earned his B.S. in Finance from California State University, San Diego.
Sanjay joined WCM in 2007; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 2002, Sanjay’s experience includes a position as Equity Analyst at Morningstar, Inc. in Chicago, where he covered the gaming, cruise, and online travel industries, and an earlier position at J. & W. Seligman & Co. in New York as a performance analyst. Sanjay graduated Phi Beta Kappa from Johns Hopkins University (Maryland) with a B.A. in Economics and B.S. in Applied Mathematics.
Mike joined WCM in 2006; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 2000, Mike’s experience includes a position as Equity Analyst at Morningstar, Inc. in Chicago where, in addition to general equity analysis, he managed their Model Growth Portfolio. Earlier, Mike held a position as Analyst at the Motley Fool, an online investment service. He earned his B.S. in Finance from Saint Louis University (Missouri), where he graduated with honors.
Relevant Documents
You should read the PDS, TMD (if applicable) or any Investment Memorandum (or other offer documents) related to this product before making an investment decision. These documents (if available) can be found at https://www.associateglobal.com/, or if this is a "wholesale investor only" investment, can be viewed by contacting the Product Issuer identified on the aforementioned website.
Statutory Statement
The issuer of the securities is identified at the top of this page. The prospectus and, where applicable, target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the Prospectus before deciding to acquire the securities and applications for securities must be made by completing the application form provided with the Prospectus. This product listing was vetted by and approved by the issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the securities.
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