Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry Mike Trigg Defying the Fade at WCM (Capital Allocators, EP.162)

Mike Trigg Defying the Fade at WCM (Capital Allocators, EP.162)

Published: Nov. 2, 2020, 10:30 a.m.

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You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25 billion asset manager in Laguna Beach, CA. Since then, WCM has gone up and to the right in every way, they sold a minority piece of the business to Natixis, continue to put big numbers on the board, and have grown to north of $66 billion, defying the fade of active management outflows.

My guest on today\\u2019s show is Mike Trigg, a partner and portfolio manager of WCM\\u2019s Focused International Growth strategy that comprises the majority of the firm\\u2019s assets. We discuss Mike\\u2019s background, arrival at WCM in 2005, near implosion of the firm shortly thereafter, and the rising of the international strategy from those ashes. We then dive in deeper to the core tenants of WCM\\u2019s approach, discussing how the firm analyzes widening moats and cultures tied to competitive advantage. Lastly, we talk about how WCM\\u2019s growth has impacted the firm.

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