Defy the Fade
WCM Investment Management.
WCM visits with industry leaders to better understand how culture is a driver of corporate success. Through these discussions, we will share insight on how WCM thinks about culture and competitive advantages and bring to life what it means to “defy the fade” – challenge conventional thinking, combat complacency, learn from mistakes, think different, and get better.
Located in Laguna Beach, CA, WCM is an independent equity portfolio investment manager, registered with the U.S. Securities and Exchange Commission. The securities identified and discussed do not represent all of the securities purchased, sold or recommended for client accounts. The listener should not assume that an investment in the securities identified was or will be profitable. Past performance is not indicative of future results. For more information, including a list and description of WCM’s composites, visit WCMInvest.com.
Located in Laguna Beach, CA, WCM is an independent equity portfolio investment manager, registered with the U.S. Securities and Exchange Commission. The securities identified and discussed do not represent all of the securities purchased, sold or recommended for client accounts. The listener should not assume that an investment in the securities identified was or will be profitable. Past performance is not indicative of future results. For more information, including a list and description of WCM’s composites, visit WCMInvest.com.
Episodes
Mentioned books
Dec 6, 2022 • 25min
Job van der Voort, the CEO & Co-Founder of Remote
Our guest today is Job van der Voort, the CEO & Co-Founder of Remote – a company that empowers businesses of all sizes to manage full-time and contract workers globally. In this episode, Job discusses the frameworks for creating high-impact distributed organizations, provides solutions to the common criticisms of remote work, and details how distributed workforces can enhance a company’s competitive advantage.
Sep 22, 2022 • 22min
Lululemon: Exploring a luxury category creator
In this episode, Tamara Manoukian, Portfolio Manager at WCM, discusses Lululemon’s history of innovation, durable growth story, and community-based approach. Tamara also details how store level culture has been critical to employee empowerment, and the role its culture played in creating a leading lifestyle brand.
Sep 8, 2022 • 29min
Eren Bali, the CEO & Co-Founder of Carbon Health
Our guest today is Eren Bali, the CEO & Co-Founder of Carbon Health – a company focused on making high-quality healthcare more accessible to everyone. In this episode, Eren reflects on his personal self-improvement as a leader, discusses how Carbon has navigated the changing market conditions, and candidly speaks to the cultural impact of layoffs.
12 snips
Aug 25, 2022 • 51min
You and Your Research
Sanjay Ayer, a Portfolio Manager at WCM, dives into Richard Hamming's iconic lecture 'You and Your Research.' He discusses why few scientists make lasting contributions, emphasizing the importance of courage, collaboration, and the right mindset. Ayer also highlights how constraints can fuel creativity and the value of early collaboration in research projects. He shares insights on aligning professional actions with personal beliefs and how introspection can enhance decision-making in investment strategies, blending humor with profound wisdom.
Jul 23, 2022 • 27min
Didier Elzinga, the CEO & Founder of Culture Amp
Our guest today is Didier Elzinga, the CEO & Founder of Culture Amp – the world's leading Culture Analytics platform. In this episode, we dive into Didier’s background and how he bootstrapped Culture Amp to success. We explore incentivizing and retaining staff in a downturn, investing in people, and building sustained excellence.
41 snips
Jun 28, 2022 • 41min
Why Culture Matters
Mike Trigg, President & Portfolio Manager, and JB Horner, Business Culture Analyst, discuss the importance of culture in organizations, analyzing and quantifying it. They emphasize WCM's culture investment framework and provide examples of its impact. They explore the significance of adaptability and the challenges of change within organizations. Emphasizing the importance of authenticity and the mastery of all three culture pillars for success.
