WCM China Quality Growth Institutional
WCMCX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 235 West Galena Street Milwaukee WI United States of America 53212
- IPO Date
- Mar 31, 2020
- CIK
- 0001318342
- Website
- wcminvest.com
- Similar Companies
- Business
- WCM China Quality Growth Institutional (WCMCX) is an actively managed mutual fund that focuses on long-term capital appreciation through investments in Chinese equities. The fund aims to allocate at least 80% of its net assets to stocks of Chinese companies or those with substantial China exposure, targeting high-quality growth leaders with durable competitive advantages and strong management, while considering political, monetary, and regulatory risk in selection. It employs a bottom-up, quality-growth approach, prioritizing companies with predictable earnings growth, regular dividends, low debt, and attractive valuations, across a broad range of market capitalizations and sectors, with a typical portfolio of roughly 15 to 40 issuers. Latest major company changes and strategy notes: - The fund’s mandate and structure have consistently emphasized a growth-oriented, quality-focused portfolio construction, with ongoing refinements to account for macro and regulatory developments in China; recent communications highlight maintaining a disciplined, bottom-up process anchored by durable competitive advantages and experienced management teams. - There have been ongoing updates to product disclosures and allocations as part of standard fund lifecycle activities, including material changes in risk disclosures, holdings reporting cadence, and periodic strategy refreshes to adapt to evolving market dynamics and policy shifts in China. - The fund could adjust sector weightings or holdings in response to regulatory trends or shifts in Chinese economic policy, consistent with its flexible mandate to invest across sectors and market capitalizations to seek growth and asset-base expansion. Industry context and scope: - Industry classification: Chinese equity long-only investment management; focuses on quality growth in China-related securities. - Business segments: equity research-driven portfolio construction; risk management; client advisory and reporting for institutional and high-net-worth investors. - Geographic footprint: primarily China and Greater China exposure, with potential access to issuers globally that derive substantial revenue or assets from China; the fund’s operations are conducted by an advisor registered in the United States, with distribution to institutional and sophisticated investors. - Founding and headquarters: the product is associated with a U.S.-based asset management firm’s product line focused on China quality growth; the advisor maintains global fund operations and client servicing from its registered offices in the United States. Notes: - This description reflects the fund’s stated investment objective, approach, and recent activity as publicly disclosed, and emphasizes both the main products and services and the latest changes in strategy and operations.