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Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Feb 5, 2024
Mike Trigg, a partner and portfolio manager at WCM, shares insights from his journey in investment management. He recounts the near demise of WCM and its remarkable resurgence, focusing on the firm's innovative approach to analyzing competitive advantages and corporate culture. Trigg emphasizes the complexities of valuing growth companies, advocating for qualitative assessments over traditional models. Listeners also hear personal reflections from Trigg about hobbies that foster mental clarity, along with lessons on wisdom and relationships.
53:04
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Quick takeaways
- Nurturing and protecting the culture at WCM Investment Management is a top priority, emphasizing the importance of being different, embracing candor, and fostering a learning orientation.
- WCM Investment Management's growth trajectory is driven by its successful focused international growth strategy, but the firm has also expanded its investment offerings to include other asset classes and inefficiencies while maintaining its core investment approach.
Deep dives
The importance of nurturing and protecting the firm's culture
Nurturing and protecting the culture at WCM Investment Management is seen as a top priority, as it is considered key to the success of the firm. The culture is focused on being different, embracing candor, and fostering a learning orientation. The firm's core values of "think different" and "get better" embody this mindset and guide decision-making. The firm also seeks to extend its growth by providing opportunities for other passionate individuals and teams to join the platform. The goal is to help them pursue their unique investment strategies while benefiting from the firm's resources and support.
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