Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)


Listen Later

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’s show is Mike Trigg, a partner and portfolio manager of WCM’s Focused International Growth strategy that comprises the majority of the firm’s assets. We discuss Mike’s 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’s approach, discussing how the firm analyzes widening moats and cultures tied to competitive advantage. Lastly, we talk about how WCM’s growth has impacted the firm. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
...more
View all episodesView all episodes
Download on the App Store

Capital Allocators – Inside the Institutional Investment IndustryBy Ted Seides – Allocator and Asset Management Expert

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

748 ratings


More shows like Capital Allocators – Inside the Institutional Investment Industry

View all
Masters in Business by Bloomberg

Masters in Business

2,182 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

987 Listeners

Odd Lots by Bloomberg

Odd Lots

1,764 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

922 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,293 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

667 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

139 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

410 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

99 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

339 Listeners

Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

Behind the Balance Sheet

43 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

169 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

23 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

19 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

432 Listeners