Mike Trigg
Co-CEO & Portfolio Manager, WCM Investment Management. On 1 show, 3 appearances. The Shows tab opens the full record on each.
investorexecutiveanalystwcminvest.com ↗
Mike Trigg is Co-CEO and portfolio manager at WCM Investment Management, where he focuses on global growth equity strategies including the firm's Focused International Growth strategy. Before joining WCM in 2006, he served as an equity analyst at Morningstar and at The Motley Fool.
1shows
3appearances
34statements
4resolved
2supported
0contradicted
50%fully supported
24said about them ↓ Everything Mike Trigg said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Trigg: Hiring a head of HR leads leaders to outsource vital duties
“When you hire someone to be the head of HR, what do you do? You start outsourcing, I think, very important duties as a leader. You know, if I suddenly need to let somebody go, I'm not going to go do that. Or if I do have a difficult conversation with somebody …”
Trigg: Moat trajectory investing may lose its edge within 10 years
“To some extent, motor trajectory may not be the significant advantage 10 years from now that it was 10 years ago.”
Trigg: WCM Used Paper Ballots From All Staff for Investment Committee Consensus
“Every single person in the room, I mean, you could be in operations, you could have been in sales. I mean, everybody wrote down on a piece of paper what they thought we should do with the next trade in the portfolio. And then all those votes were tallied up an…”
Trigg: Alpha Exists in the Gap Between Market Fade Expectations and Reality
“And it's that delta between what the market's expectations for the fade are and when they actually takes place is where all that alpha generation opportunity exists.”
Trigg: AI Summarization and Report-Writing Offer Zero Competitive Edge
“All the other stuff that you hear about and people talk about around writing reports and Summarizing, that's all permission to play off the shelf stuff. There's no edge there. There's no competitive advantage in trying to think too deeply about any of those th…”
Trigg: WCM's First Private Investment Was Anduril at an $8B Valuation
“Our first investment was in Andrel at an eight billion dollar valuation. We were also the first crossover fund to invest in Andrel.”
Trigg: Framing colleagues as friends increases accountability rather than lowering standards
“In fact, I have always said that a group of friends, some people have said, well, if you're all friends, nobody's going to want to hold each other accountable. And you're going to just be having fun all day and messing around. And I said, it's actually the exa…”
Trigg: Caring more than competitors is asset managers' best competitive edge
“We're not smarter than anyone else, and we're not going to work harder than anyone else either, but we have to care more than anyone else. That's our best chance. We have to care more, and that's the types of people that are typically attracted to this industr…”
Trigg: Buying Dell and Yahoo over Apple and Google damaged WCM
“We were buying Dell instead of Apple, eBay instead of Amazon, Yahoo instead of Google. I mean, those three trades alone would have had, had they been done differently, would have had dramatically different results for that domestic product.”
Trigg: Four criteria define durable economic moats in outsourcing businesses
“The first thing we would look for is we want a runway of outsourcing. You don't want to invest in outsourcers when the majority of the market has already been outsourced. And that can take a really long time to be honest with you. These things are actually pre…”
Trigg: Enduring luxury compounders require ultra-high pricing and direct distribution
“And we studied about 50 luxury companies over the course of 30 years and tried to find What were the markings of the ones that really compounded returns at really high rates for a long period? I'm not the ones that, you know, sure, there's many of them that ha…”
Trigg: Precise DCF Valuation Is Ineffective for Dynamic Growth Companies
“For one, I've learned that it's just ridiculous to think that you can precisely determine what a company's worth. I mean, things are changing constantly, and particularly if you're investing in companies that are in growing industries with moats that are growi…”
Trigg: Moat and Culture Durability Outperforms Short-Term Value Investing
“Focusing on The qualitative assessments of a business around moats and culture and how that translates into the durability of a company's growth rate. I think that is far more predictive of a successful investment than trying to find things waiting for price b…”
Trigg: Active management struggles because career risk drives groupthink and benchmark-hugging
“I think these really counterproductive behaviors that largely explain why active management struggles, and it's a lot of group think. People are worried about standing out from the crowd. They're worried about careers. So they play it safe. They hug the benchm…”
Trigg: Long Bull Markets Tempt Asset Managers to Over-Concentrate Research
“When you go through a lawn bull market, like you did up to 20, 22, it's easy to focus your energy and resources around things that are doing really well. With the benefit of hindsight, after 10 years, you could maybe have looked back at the focus list and said…”
Trigg: WCM analysts initially rejected the moat trajectory investment framework
“There was a moment years ago when we were trying to go all in on this concept of mode trajectory and pattern recognition. And several of the analysts at the time were questioning whether this was the right thing to do. And most of the people in the room said, …”
Trigg: Aerospace and Turbine Post-COVID Trades Are Far From Done
“I think that we still believe that there's pretty significant tailwind to go, and it's, these trades are far from done.”
Trigg: WCM Co-Led Two Databricks Rounds and Invested in Anthropic
“Fast forward, we got an amazing opportunity to co-lead two rounds with Databricks. We were just involved with the Anthropic raised.”
Trigg: Culture Analysis Must Assess Social Reinforcement, Not Just Stated Behaviors
“You can have two, three, five companies that talk about the exact same behaviors, whether it's lean or the Danaher business system. All these companies are talking about the exact same behaviors, but maybe they don't have the right social reinforcement mechani…”
Trigg: Long feedback loops drive groupthink and career risk in asset management
“We talked about the long feedback loops and investment management and how that leads to a set of suboptimal behaviors. A lot of groupthink, a lot of fear of failure or career risk, and so people, as a result, are afraid to stand out or do something different, …”
Trigg: Employees usually signal when a colleague must be fired
“The reality is, nine out of 10 times, your people tell you that that needs to get done before you actually have to make that decision yourself”
Trigg: Writing clarity is a key tool for effective investing
“And I still, to this day, think being a good writer is a really great tool to being a good investor. It's important to be able to, I think, articulate how you're thinking about things. It's important to Be able to simplify your ideas down to a few key principl…”
Trigg: WCM's AUM dropped from $4B to under $1B by 2010
“By the time 2010 came, we had gone from four billion when I started to a little under a billion dollars in assets.”
Trigg: Data-driven culture analysis via ESG will become a major differentiator
“The next big foray for us and things we're spending a lot of time on now is more data oriented culture work. And I think that's going to become a source of meaningful differentiation. And some of that's being enabled by a lot of the work that's going on in the…”
The other half of the tape: Mike Trigg's own voice is left out of every number here. Other people bring the name up 22 times in 6 episodes across the shows. 2 statements on the record name them. every mention, with the transcript →
Who brings them up most Sanjay Ayer 8Ted Seides 6Paul Black 4Sloan Payne 1Ryan Batchelor 1Mike Tian 1Jim Falbe 1
Statements about Mike Trigg, by other people (2)
Ayer: Meaningful personal growth requires mentors who both encourage and challenge
“If you really want to grow as a person, find someone in your life who, when you're down, will pick you up. And when you're up, we'll push you, often beyond your comfort zone. I think there's a lot of people out there who'll do one or the other. Exceptionally f…”
WCM leaders presented a 50-point deck of their past mistakes at offsite
“We did an offsite several years ago where Mike Trigg and myself, we got up, and we just talked about every mistake we made over the last 10 years, and that was, it was like a fifty-point PowerPoint deck, and showing about these mental models that were just, yo…”
Every mention by year
tap a year for its mentions
Capital Allocators 22
2026 1 mention in 1 episode
2025 2 mentions in 1 episode
2024 10 mentions in 1 episode
2023 1 mention in 1 episode
One line per show, most statements first. The link opens Mike's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| CAPITAL ALLOCATORSLEDGER | Co-CEO & Portfolio Manager, WCM Investment Management | 3 | 34 | 50% 2/4 | full record on Capital Allocators → |