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Mike Trigg

Co-CEO & Portfolio Manager, WCM Investment Management · 3 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

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.

34statements → 8claims → 4claims resolved → 50%fully supported → 3.71/5average certainty → 2.06/5average debate potential → ≈4.5/5argument clarity, estimated → 24said about them ↓

2 supported 2 partly supported 0 contradicted 1 not yet assessed 3 not checkable as stated how the 8 claims stand · each chip opens the sources

2 predictions · 6 assertions · 3 opinions · 17 insights · 5 disclosures · 1 what if · every statement was checked. The predictions and assertions are the 8 claims: statements the public record can support or contradict. 4 are resolved, 1 is not yet assessed, and 3 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Mike argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
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.”
Mike Trigg Nov 2, 2020 ▶ 18:46 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
67% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Mike Trigg on measured tape to publish a rate. This says nothing about how they speak.

Everything Mike Trigg said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Trigg: It takes over a decade to evaluate true investor skill
“You know, it can take 10 years or longer to know if somebody's actually a really great investor. There's a lot of noise. There's a lot of luck involved.”
Mike Trigg Nov 2, 2020 ▶ 48:32 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Insight
Mike Trigg: Investment analysts must generate unique insights, not just gather information
“Ultimately we're paid and we're supposed to be making unique insights. And so people that just are more information gatherers, as opposed to making insights, that tends to be a pet peeve of mine as well.”
Mike Trigg Nov 2, 2020 ▶ 57:18 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Opinion
Trigg: Many Fund Managers Fail to Adapt Their Investment Processes
“Our perspective on that was that a lot of people in this industry don't believe in this notion of adaptation and evolution of an investment process.”
Mike Trigg Oct 27, 2025 ▶ 8:55 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
Disclosure
Trigg: WCM Built Custom Taxonomies to Replace Standard GICS Classifications
“And coming out of that period, we basically created a hundred different categories across about 700 companies.”
Mike Trigg Oct 27, 2025 ▶ 13:56 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
Disclosure
Trigg: WCM is launching internal Artist Studio R&D lab for alpha
“We have a something now called the WCM Artist Studio, which is effectively an R&D lab that we're building inside the research team that's going to spend a lot of time exploring those New fields of compounding knowledge to see if there's new sources of alpha th…”
Mike Trigg Dec 20, 2021 ▶ 19:54 Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
Disclosure
Trigg: WCM hired an analyst recruited from an anonymous Twitter account
“We hired somebody two years ago that we actually originally found on Twitter. He had a Twitter handle under a fake name. He was someone that we followed, we liked. It was very much, in a way, Paul's experience with me in the newsletter, just saying things that…”
Mike Trigg Dec 20, 2021 ▶ 32:56 Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
Assertion Not publicly verifiable
Trigg: WCM Underperformed by Over 2,000 Basis Points in Five Quarters
“We're underperformed by over 2000 basis points in the first five quarters that I joined the firm.”
Mike Trigg Nov 2, 2020 ▶ 15:36 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Assertion Supported
Trigg: WCM International Outperformed by 900 Bps Annually for Six Years
“I think we outperformed by 900 basis points annually in the first six years of the product, and it still took us that long to get to a hundred million dollars.”
Mike Trigg Nov 2, 2020 ▶ 21:19 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Assertion Partly supported
Trigg: Clinical trials and pharma manufacturing are well under 50% outsourced
“Even in some of the other industries that we're involved in today, things like outsource clinical trials or outsource pharma manufacturing, you're looking still at well under 50% of those markets being outsourced.”
Mike Trigg Nov 2, 2020 ▶ 25:14 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Opinion
Mike Trigg: David Moorhead's due diligence at Baylor is completely unique
“David Moorhead at Baylor is somebody that I have a lot of respect for as a person, and I think he does things really differently. His due diligence is unlike one we've ever really had, and then the way he's kind of monitored his investment in the firm has also…”
Mike Trigg Nov 2, 2020 ▶ 1:01:14 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)

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 on Capital Allocators. 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)

Insight
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…”
Sanjay Ayer Feb 5, 2024 ▶ 1:04:44 Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
Disclosure
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…”
Sanjay Ayer Feb 5, 2024 ▶ 1:02:13 Sanjay Ayer – Think Different and Get Better at WCM (EP.366)

Every mention by year

tap a year for its mentions
0051102202120222023202420252026episodesmentions
012202120222023202420252026episodes it came up in
0051102202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 2 mentions in 1 episode
2024 10 mentions in 1 episode
2023 1 mention in 1 episode
2021 8 mentions in 2 episodes 4 per episode

Appearances (3)

EpisodeDateSpeaking time
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467) Oct 27, 2025 27m
Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227 Dec 20, 2021 25m
Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162) Nov 2, 2020 47m
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