WCM Investment Management, every mention
10 scenes (2025) · ← back to WCM Investment Management
tap a year for its mentions
Capital Allocators 234
every year 2025 every show Capital Allocators 234
Verbatim, from the transcripts: passages where WCM Investment Management comes up on Capital Allocators
Year in Review 2025 (EP.478)
- ▶ 27:45 Ted Seides The two I'd put in that bucket are like W. 3 times in the scene
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
- ▶ 0:21 Ted Seides My guests on today's show are Mike Trigg and Sanjay Ayer, portfolio managers at WCM Investment Management, a hundred twenty billion dollar investor in growth companies, where Mike also serves as co-CEO. 6 times in the scene
- ▶ 2:52 Ted Seides Mike, the last time you were on the show was four years ago, and you guys had just written this piece about how to become a hundred billion dollar asset manager, and of course, in a very WCM way that marked the peak. 7 times in the scene
- ▶ 12:20 Sanjay Ayer Mo trajectory and culture is the pillars we talk most often about, but portfolio construction has been a key driver to the consistency of WCM's performance over a long period of time, not just find the best ideas, making sure they fit…
- ▶ 29:08 Ted Seides I'd love to turn to culture and how culture of WCM impacted you during that time, and also the lens of culture on businesses that are going through different inflections in a difficult period of time for them. 4 times in the scene
- ▶ 36:02 Sanjay Ayer The matching function of external talent with WCM is a tricky one, in part because of our history of being under the radar here in Laguna Beach.
- ▶ 38:28 Sanjay Ayer That's the game selection here at WCM. 6 times in the scene
- ▶ 43:04 Ted Seides If you look at WCM business and the trajectory of the business, so much of the initial success was in the core flagship international global growth strategies. 2 times in the scene
- ▶ 58:56 Ted Seides Well, Sanjay, Mike, thanks once again for sharing this next stage of your journey at WCM.
- ▶ 59:28 unnamed speaker This testimonial is being provided by Ted Sides and Capital Allocators, who have been compensated a flat fee by WCM. 3 times in the scene