WCM Investment Management, every mention
69 scenes · ← back to WCM Investment Management
tap a year for its mentions
every year anyone Ted Seides 127Sloan Payne 26Paul Black 26Sanjay Ayer 18Dave Jerger 14Mike Trigg 10Jim Falbe 4Ryan Batchelor 3Mike Tian 3
Verbatim, from the transcripts: the passages where WCM Investment Management comes up
Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)
- ▶ 1:42 Ted Seides The guests on today's show are Sloan Payne and Dave Jerger, COO and CCO of WCM Investment Management, a firm I've chronicled over the years with a remarkable culture that's fueled its growth to a hundred and twenty billion dollars in… 5 times in the scene
- ▶ 7:46 Dave Jerger Well, I don't know how I'm still here, because I was the first lawyer that WSIM hired. 4 times in the scene
- ▶ 12:45 Sloan Payne Because he had Andrew Weichert, who had sponsored him coming in, absolutely loves the firm like most of the people here. 4 times in the scene
- ▶ 17:04 Sloan Payne Kurt's dad founded the firm. 11 times in the scene
- ▶ 22:37 Dave Jerger When I first came on board with WCM, the first thing that I got was this 2 times in the scene
- ▶ 27:37 Dave Jerger Or possibly their entire career at WCM. 5 times in the scene
- ▶ 32:28 Dave Jerger And someone coming from the outside, like me when I came over, or someone we just hired recently on my team who came from a very different culture, it takes effort to show him what it means to be a good WCO employee, what it means to have…
- ▶ 37:50 Sloan Payne One of the things that's been really hard to evolve at WCM as we've gotten bigger, we used to think that the culture was built on connection. 2 times in the scene
- ▶ 45:18 Sloan Payne And actually both cases, they were personal relationships that we got introduced to either preexisting relationships with somebody at WCM or somebody very close. 3 times in the scene
- ▶ 51:14 Sloan Payne There's something reassuring about, Hey, we're building this thing. 6 times in the scene
- ▶ 57:36 Dave Jerger Honestly, if you read that book and replace WCM with the restaurant, you'll get an absolute taste of what we're talking about. 2 times in the scene
- ▶ 59:23 Ted Seides Capital allocators and its affiliated entities receive compensation from WCM investment management under a consulting agreement. 2 times in the scene
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
Year in Review 2024 (EP.424)
- ▶ 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
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 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
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
- ▶ 4:06 Ted Seides My guests on today's show are Paul Black and Mike Trigg from WCM Investment Management. 6 times in the scene
- ▶ 5:31 Ted Seides I know, Paul, since you last came on, WCM was this relatively little known, twenty-five billion dollar firm. 3 times in the scene
- ▶ 9:46 Mike Trigg and we talked about the core values of WCM on the research team, think different and get better. 5 times in the scene
- ▶ 15:06 Mike Trigg But of a joke or something, and I think that unwillingness to change or adapt is a big reason for that, and what I've experienced through my journey at WCM is not only do you have to convince your people on the outside, there's also…
- ▶ 20:21 Ted Seides It's important in WCM. 3 times in the scene
- ▶ 33:20 Mike Trigg We reached out to him, direct messaged him, turned out that he was actually doing really, really well in an investment management firm in London, and then just basically courted him to come to WCM, but constantly trying to stick to that.
- ▶ 37:34 Ted Seides How you learn that and then how you express it within WCM? 4 times in the scene
- ▶ 43:43 Mike Trigg And Paul and I had, there was a bunch of stuff going on in advance of that retreat, and at one point, Paul had been asking me a bunch of questions about things that have absolutely nothing to do with WCM.
- ▶ 47:51 Ted Seides What happens in the situation where people want to be at WCM doing great, having a good time, but in your evaluation of someone's work product, it becomes clear over time that for whatever reason they need to be voted off the island. 6 times in the scene
- ▶ 52:10 Paul Black You know, at one time, Kurt Winrich was the primary owner of the firm. 10 times in the scene
- ▶ 56:44 Ted Seides How do you think about leadership at WCM going forward? 4 times in the scene
- ▶ 1:03:31 Paul Black If I had quit and went and become a camp counselor, I wouldn't be here at WCM doing something I absolutely love to do. 2 times in the scene
Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
- ▶ 4:34 Ted Seides Paul is a popular past guest on capital allocators and the co-CEO of WCM Investment Management. 2 times in the scene
- ▶ 6:43 Paul Black Pretty simple, like all of our processes are here at WCM. 4 times in the scene
- ▶ 16:53 Ryan Batchelor I look at you guys at WCM, margin of safety is probably found for you in widening competitive moats, tremendous cultures, which leads to better than expected growth rates.
- ▶ 48:35 Paul Black So, you know, one of the reasons that we took an equity stake in Clifford is we saw a culture at Clifford that was very similar to the culture we have at WCM, which we put as our main competitive advantage. 2 times in the scene
- ▶ 58:27 Ryan Batchelor It actually relates to something I see in your culture at WCM. 2 times in the scene
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
- ▶ 4:06 Ted Seides Three years ago, Paul Black from WCM Investment Management joined me on the show for a very popular conversation. 8 times in the scene
- ▶ 6:30 Ted Seides I know there's a history of Morningstar trained analysts somehow finding their way to WCM. 4 times in the scene
- ▶ 11:38 Ted Seides And as you walk through those, a big part of what I've heard about WCM is this concept of not having a moat, but a growing moat, an expanding moat.
- ▶ 19:27 Mike Tian My personal opinion, which doesn't necessarily reflect the views of WCM as it were, is that the trajectory is narrowing here. 3 times in the scene
- ▶ 21:54 Ted Seides How have you approached taking the WCM framework
- ▶ 44:46 Ted Seides I want to ask you one last question before we turn to some closing questions, and let's bring it full circle back to WCM. 3 times in the scene
- ▶ 51:10 Ted Seides Well, it makes a fascinating look at applying the principles of WCM. 2 times in the scene
- ▶ 56:21 Ted Seides An important disclaimer from WCM.
Ted Seides - Capital Allocators Year in Review (Capital Allocators, EP.170)
- ▶ 12:33 Ted Seides This year, we worked with WCM Investment Management to create Defy the Fade and conducted interviews with Brevin Howard's roster of portfolio managers.
Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
- ▶ 4:06 Ted Seides You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a twenty five billion dollar asset manager in Laguna Beach, California. 7 times in the scene
- ▶ 5:23 Ted Seides You know, we did a nice overview at WCM, I guess a couple of years ago now with Paul, and it's going to be fun to dive in a little bit deeper on what's become increasingly just such an interesting story. 3 times in the scene
- ▶ 39:21 Mike Trigg So when I came to WCM, actually, Paul and Kurt were already talking about culture. 2 times in the scene
- ▶ 46:10 Ted Seides As you've gone through this incredible trajectory in the firm, even in the last three years that we've known each other, how do you turn that lens onto WCM? 14 times in the scene
- ▶ 1:02:33 Ted Seides For more information, including a list and description of WCM's composites, 2 times in the scene
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 4:23 Ted Seides My guest on today's show is Paul Black, portfolio manager and co-CEO of WCM Investment Management, 3 times in the scene
- ▶ 5:46 Paul Black You know, WCM Investment Management. 3 times in the scene
- ▶ 11:07 Paul Black Fortunately for me, he hired me in 1989 to join a two hundred million dollar money management firm down in Southern California.
- ▶ 28:05 Ted Seides So let's turn both of those to that point on WCM. 10 times in the scene
- ▶ 55:47 Paul Black There's a lot of times when I would have wanted to quit, you know, when we, especially when we tried to bury the firm. 4 times in the scene