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WCM Investor Briefing - Sydney

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Location

The Porter

1 O'Connell Street

Sydney, NSW 2000

Australia

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Event description
Maximising returns in a low growth world

About this Event

Contango Asset Management is pleased to invite you and a guest to an investor briefing with the portfolio manager of the WCM Quality Global Growth strategy. This session is an opportunity for investors to hear from WCM Investment Management (WCM) and have their questions answered.

WCM’s investment process is based on the belief that corporate culture is the biggest influence on a company’s ability to grow its competitive advantage or ‘moat’. The portfolio outperformed the broader market in the 12 months to 30 September 2019 with a return of 18.3% vs the 9.2% return of the benchmark*.

*Portfolio performance of WCM Global Growth Limited. Benchmark is the MSCI All Country World (ex-Australia) Index

Why attend

During this session Ryan Quinn, Client Portfolio Manager at WCM Investment Management, will discuss:

  • The key criteria to consider when investing in growth stocks
  • The investment performance of the strategy and how WCM is positioning the portfolio right now
  • How corporate culture can impact the direction of a firm’s economic moat (competitive advantage)
  • What the companies WQG invest in are saying about the current macro environment
  • How the strategy has minimised losses in downward markets, while growing strongly in upward markets
  • Our strategy to close the share price discount to NTA for our listed investment company.
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Date and Time

Location

The Porter

1 O'Connell Street

Sydney, NSW 2000

Australia

View Map

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