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WCM Investment Management
Assets as of 3/31/2008
100% Employee Owned
Founded 1976, $2.2B AUM
Focused Growth Equity
Strategy Assets: $1.5B
Inception: 1/1/1993
Approach: Active, Bottom-up, Fundamental
Benchmark: Russell 1000 Growth
Small Cap Value
Strategy Assets: $557M
Inception: 1/1/1998
Approach: Active, Quantitative/Fundamental
Benchmark: Russell 2000 Value
Focused Growth International
Strategy Assets: $5.6M
Inception: 12/1/2004
Approach: Active, Bottom-up, Fundamental
Benchmark: MSCI EAFE
Mid Cap Growth
Strategy Assets: $220K
Inception: 3/1/2001
Approach: Active, Quantitative/Fundamental
Benchmark: Russell Midcap Growth
Contact
WCM Investment Management
281 Brooks Street
Laguna Beach, CA 92651
Tel: 949-380-0200
Fax: 949-380-0819
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WCM investment Management is committed to helping clients achieve their financial goals by utilizing a variety of
disciplined techniques for security selection and portfolio construction.
Since 1976 our team of investment professionals has been meeting
client objectives with innovative and intelligent investment management.
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