WCM Investment Management, every mention

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Capital Allocators 234

Verbatim, from the transcripts: passages where WCM Investment Management comes up on Capital Allocators

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▶ 20:11 Ted Seides So we have these ad sponsors and I'm doing backflips that my great friends at WCM are going to be our lead sponsor next year. 3 times in the scene

▶ 4:25 Ted Seides My guest on today's show is Sanjay Ayer, a portfolio manager at WCM Investment Management, the Laguna-based, eighty-billion-dollar equity manager profiled on popular past episodes with CEO Paul Black, President Mike Trigg, and Emerging… 2 times in the scene
▶ 8:46 Sanjay Ayer So, worked with one of my colleagues now at WCM, Mike Trigg, and we had a great group there, and I just learned a lot, and you're throwing in the deep end and giving a lot of responsibility at a young age. 4 times in the scene
▶ 10:39 Ted Seides What did you find about WCM that resonated for you? 2 times in the scene
▶ 18:17 Ted Seides When you went to build the type of culture, that research culture at WCM, how did you take those insights and turn them into something that would set the framework for what you wanted to do?
▶ 47:43 Sanjay Ayer And so we've long here at WCM had a journaling culture to help create that raw material for learning.
▶ 54:05 Sanjay Ayer Can we leverage the WCM platform, those core values I talked about before?
▶ 59:53 Sanjay Ayer I've learned a lot, and I've tried to increasingly try to aspire to model WCM after what they do.
▶ 1:01:18 Ted Seides Even though you're not big five-year planners, curious to ask how you think about where WCM goes from here.
▶ 1:05:11 Sanjay Ayer I was, like, 28 at the time, pretty new to WCM, and I went to Paul, and this is a problem admirer mindset right here. 3 times in the scene

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