WCM Focused International Growth Fd Inv Cl
WCMRX
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
- Aug 31, 2011
- CIK
- 0001318342
- Website
- wcminvest.com
- Similar Companies
- Business
- WCM Focused International Growth Fund Investor Class (WCMRX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. domiciled companies. The Fund allocates at least 75% of its net assets to common stocks and depository receipts, including American Depositary Receipts (ADRs), European Depositary Receipts (EDRs), Canadian Depositary Receipts (CDRs), and Global Depositary Receipts (GDRs), of companies located in developed markets, emerging markets, and frontier markets; it targets large capitalization companies with market capitalizations of $5 billion or greater, focusing on industry leaders exhibiting strengthening competitive advantages, strong corporate cultures with quality management, low or no debt, and attractive relative valuations, while considering political, monetary policy, and regulatory risks. The Fund generally diversifies across securities from different regions and at least three countries, with top holdings including Siemens Energy AG, Rolls-Royce Holdings PLC, Taiwan Semiconductor Manufacturing Co Ltd, Sea Ltd ADR, and BAE Systems PLC; it may concentrate in certain sectors such as industrials, technology, and consumer cyclical from time to time. Managed by WCM Investment Management, LLC, an independent, employee-owned investment advisory firm founded in 1976 and headquartered at 281 Brooks Street, Laguna Beach, California, the Fund operates within the foreign large growth category and serves institutional and retail investors seeking exposure to international growth equities. WCMRX, launched on August 31, 2011, for the Investor Class (with the Institutional Class WCMIX commencing May 31, 2011), maintains total net assets exceeding $21 billion as of recent reports and features a low portfolio turnover rate of approximately 20%; the portfolio management team, led by Paul Black and Michael Trigg since inception, includes Sanjay Ayer (since June 2020) and Jon Tringale (since March 2022), who employ a bottom-up investment process emphasizing multinational companies with superior growth potential. Recent developments for the Fund and its advisor include sustained strong performance, with year-to-date returns around 19.82% and significant outperformance relative to the MSCI ACWI ex-US Index and category averages, driven by top holdings like Siemens Energy AG (+129% return) and Rolls-Royce Holdings PLC (+95.75%); WCM Investment Management continues to emphasize its culture of innovation and employee alignment without reported major acquisitions, partnerships, funding rounds, or strategic shifts in the last 1-2 years, maintaining focus on global growth equity strategies amid stable operations.