WCM INVESTMENT MANAGEMENT, LLC other names

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Adviser Profile

As of Date:

03/15/2024

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company


Number of Employees:

93 17.72%

of those in investment advisory functions:

43 4.88%


Registration:

SEC, Approved, 8/12/1976

AUM:

66,610,357,250 10.03%

of that, discretionary:

66,610,357,250 10.03%

GAV:

5,768,384,330 8.32%

Avg Account Size:

11,187,497 67.71%

% High Net Worth:

21.08% 6.71%


SMA’s:

YES

Private Funds:

8 1

Contact Info

949 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
93B 80B 67B 53B 40B 27B 13B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

WCM INVESTMENT MANAGEMENT, LLC Buys 2, Sells 3 in 4th Quarter
02/07/2023

Related Stocks: 48D, IBN, TEAM, LULU, RMD,

gurufocus.com

Wcm Investment Management, Llc Buys Atlassian Corporation PLC, Icon PLC, Repligen Corp, Sells ...
11/02/2021

Related Stocks: ICLR, RGEN, NOW, GLOB, GO, CCMP, TEAM, FND, LRCX, STVN, TWKS, CPNG, SNPS, MANH, GLBE, WWD, MDLA, GKOS,

gurufocus.com

Are Institutions Heavily Invested In Canadian Pacific Railway Limited's (TSE:CP) Shares?
04/09/2021

Canadian Pacific Railway has a market capitalization of CA$63b, so it's too big to fly under the radar. We'd expect to see both institutions and retail investors owning a portion of the company. In the chart below,

Yahoo Finance

FM calls for greater coordination among BRICS on IMF's quota review
04/06/2021

New Delhi, Apr 6 (PTI) India on Tuesday pitched for greater coordination among BRICS nations on the issue of the 16th general review of quotas of the International Monetary Fund (IMF) to give more ...

Yahoo Finance

China, U.S. Made 2020 a Record Year for Renewable Power Growth
04/06/2021

A record amount of renewable energy capacity was built last year, thanks largely to investments in China and the U.S., according to the International Renewable Energy Agency. Renewables -- mostly in the form of wind and solar -- accounted for 82% of new ...

Yahoo Finance

Emerald Holding Inc.
04/05/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $159,409,504
Private Equity Fund 2 $25,673,915
Other Private Fund 5 $5,583,300,911

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
13646K108 CANADIAN PACIFIC KANSAS CITY $3,046,735,632 7.00% 9.00% -2.00%
G4705A100 ICON PLC $2,256,849,277 5.00% 15.00% -2.00%
G54950103 LINDE PLC $1,620,446,898 4.00% 11.00% -2.00%
45104G104 ICICI BANK LIMITED $1,692,373,246 4.00% 7.00% -2.00%
049468101 ATLASSIAN CORPORATION $1,842,445,973 4.00% -21.00% -2.00%
N07059210 ASML HOLDING N V $1,683,085,063 4.00% 25.00% -2.00%
94106B101 WASTE CONNECTIONS INC $1,616,825,339 4.00% 14.00% -1.00%
G8473T100 STERIS PLC $1,065,017,407 3.00% -1.00% -2.00%
G6683N103 NU HLDGS LTD $1,192,589,930 3.00% 1692.00% 1157.00%
G0403H108 AON PLC $1,446,895,898 3.00% 13.00% -2.00%

Brochure Summary

Overview

Firm Description Established in 1976, WCM Investment Management, LLC (“WCM” or “Firm”) is an independent investment advisory firm, registered with the SEC that specializes in providing innovative, equity investment advisory services. Principal Owners The principal owners of the Firm are Kurt Winrich and Paul Black, both of whom joined the organization in the mid-to-late 1980s. Other key owners include Sloane Payne, Peter Hunkel, Michael Trigg, Sanjay Ayer. Together they control over 83% of the company. These individuals
are all employees or former employees, providing them with a stake in the Firm’s success. The Firm’s ownership is held through a holding company, Thalia Street Partners LLC. Types of Advisory Services In accordance with the methods described in the Methods of Analysis, Investment Strategies and Risk of Loss section of this brochure, WCM is an investment adviser that provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds as described in the