05 Feb 2024
53m

[REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)

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Capital Allocators – Inside the Institutional Investment Industry

This podcast episode focuses on the remarkable growth journey of WCM, an asset management firm. Key topics discussed include WCM's Focused International Growth Strategy, the importance of identifying and investing in companies with wide moats, the challenges and lessons learned during periods of difficulty, understanding the concept of moat trajectory, and the value of thinking differently for long-term investment success.

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