wcminvestmentmanagement
Companies that pass the first screen are subjected to your “fundamental analysis.” You place particular emphasis on long-term tailwinds and competitive advantages. How do you assess if a company’s competitive advantages are sustainable?Drew: We would actually take this one step further, Rupert, and suggest that a sustainable competitive advantage isn’t enough for us. We are actually looking for companies where we can make the case that the competitive advantage is growing relative to its peers, and importantly, that the corporate culture in place is aligned with the business strategy and will ...
ValueWalk
Interview With WCM Investment Management’s Andrew WiechertAndrew’s primary responsibilities are portfolio management and equity research for WCM’s global value strategies. Prior to joining WCM in 2007, Andrew began his investment career in 2006 at BNY Mellon Wealth Management. Andrew earned his B.S. in Economics and Management Science from the University of California, San Diego, where he graduated with honors. DREW FRENCH Portfolio Manager & Business Analyst Drew’s primary responsibilities are portfolio management and equity research for WCM’s global value strategies. Drew’s investment career...
ValueWalk
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