Latest / Capital Allocators – Inside the Institutional Investment Industry
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Three years ago, Paul Black from WCM Investment Management joined me on the show for a very popular conversation. At the time, WCM managed $25 billion in global growth equities out of the limelight in Laguna Beach, CA. Last year, I had a second conversation with WCM with Mike Trigg, the Portfolio Manager of its Focused Growth International strategy. Mike discussed the colorful history of the firm and its research to identify businesses with widening moats and cultures aligned with their competitive advantage. Both shows are available on the feed.
Well, in the last three years, WCM has…
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