ABOUT WCM PORTFOLIOS ARTIST STUDIO CONTACT US MUTUAL FUNDS About WCM Our Firm Our People INVESTMENT TEAM PORTFOLIO TEAM Disclosures Investment Team WCM takes an audacious approach to equity research that is not constrained by the status quo. This pervades everything we do, from constructing portfolios distinct from their respective benchmarks to focusing on unique business elements, such as moat trajectory. Through candor and self-awareness, we strive for continuous improvement. While the importance of self-improvement is readily apparent, the same mistakes are often repeated in the investment management industry; too few critically analyze past decisions, and many fail to establish discipline sufficient to minimize excess risk. Sanjay Ayer PORTFOLIO MANAGER & BUSINESS ANALYST Sanjay joined WCM in 2007; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 2002, Sanjay’s experience includes a position as Equity Analyst at Morningstar, Inc. in Chicago, where he covered the gaming, cruise, and online travel industries, and an earlier position at J. & W. Seligman & Co. in New York as a performance analyst. Sanjay graduated Phi Beta Kappa from Johns Hopkins University (Maryland) with a B.A. in Economics and B.S. in Applied Mathematics. Close Paul Black PORTFOLIO MANAGER, CO-CEO Paul joined WCM in 1989; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since the start of his investment career in 1983, Paul’s experience includes positions as Portfolio Manager with Wells Fargo Private Banking Group, and with Bank of America. At WCM, Paul has helped define the firm’s investment strategy and pilot the firm’s direction. In addition to his active role in portfolio management, he has also served as a client liaison for the communication of the firm’s investment thinking. Paul earned his B.S. in Finance from California State University, San Diego. Close Miles Bredenoord SPECIAL PROJECTS ANALYST Miles joined WCM in 2019; as Special Projects Analyst, his primary responsibility is to lead data-centric projects that augment the research process for our global, fundamental growth strategies. Since the start of his investment career in 2011, Miles’ investment industry experience includes a position as Portfolio Strategist at OppenheimerFunds, and a position as Research Associate at Jefferies Group, LLC in New York. Earlier, he held multiple positions with FactSet in Sydney, Australia and San Mateo, California. Miles graduated from University of California, Berkeley with a B.A. in Economics. Close Connor Carollo BUSINESS ANALYST Connor joined WCM in 2018; his primary responsibility is to assist in the generation of original equity research for our fundamental value strategies. Since he began his investment career in 2016, Connor’s experience includes a position as Research Analyst at Bares Capital Management for their domestic Small-Cap strategy. Earlier, he completed an internship as International Research Analyst at Denver Investments for their International Small-Cap strategy. Connor earned his B.S. in Agricultural Economics from Kansas State University. Close Jon Detter PORTFOLIO MANAGER & BUSINESS ANALYST Jon joined WCM in 2016; his primary responsibilities are portfolio management and equity research for our fundamental value strategies. Since the start of his investment career in 2001, Jon’s experience includes a stint as principal at Opus Capital Management, where he was one of three portfolio managers on the Opus Small-Cap Value flagship product, as well as a founder of, and portfolio manager for, the Focused Small-Cap product. Earlier, he held positions at Valuation Research Corporation and Arthur Andersen LLP, performing valuation work for public and private companies, primarily with respect to equity and option valuations, purchase price allocations, intangible assets and asset impairment testing. Jon graduated magna cum laude from Xavier University (Ohio) with a B.S.B.A. in Finance. Close Pablo Echavarria PORTFOLIO MANAGER & BUSINESS ANALYST Pablo joined WCM in 2018; his primary responsibilities are portfolio management and equity research for our global ESG strategies. Since he began his investment career in 2007, Pablo’s experience includes a position as Associate Portfolio Manager and Equity Research analyst at Thornburg Investment Management in Santa Fe, NM. Additionally, he served as Global Equity Analyst at Turner Investments, and as an intern at BlackRock. Pablo graduated summa cum laude from Drexel University (Pennsylvania) with a B.S. in Business Administration and a concentration in Finance and Accounting. Close Drew French PORTFOLIO MANAGER & BUSINESS ANALYST Drew joined WCM in 2013; his primary responsibilities are portfolio management and equity research for our global value strategies. Drew's investment industry career began in 2013 at WCM Investment Management, first as Portfolio Associate, and later as Marketing & Communications Manager. Drew earned his B.A. in Communication from the University of California, San Diego. Close Yan Gao ASSOCIATE PORTFOLIO MANAGER & BUSINESS ANALYST Yan joined WCM in 2014; her primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since she began her investment career in 2008, Yan's experience includes positions as Manager Research Associate at Wilshire Associates (Santa Monica, CA), as Fixed Income Investment Manager at Industrial & Commercial Bank of China (Beijing) in China, and as trainee in the UBS Graduate Training Program in Switzerland and Germany. She earned her B.A. and M.A. in Finance from The School of Finance at Renmin University of China (Beijing), and her M.B.A. from the University of California, Irvine (California). Close Anthony Glickhouse PORTFOLIO MANAGER & BUSINESS ANALYST Anthony joined WCM in 2016; his primary responsibilities are portfolio management and equity research for our fundamental value strategies. Since the start of his investment career in 2006, Anthony’s experience includes a position at Opus Capital Management, where he was a research analyst on the Opus Small-Cap Value flagship product, as well as a founder of, and portfolio manager for, the Focused Small-Cap product. Previously, Anthony held positions at The Private Client Reserve of U.S. Bank, where he conducted economic / capital market research and detailed asset allocation analysis, and at Renaissance Investment Management, where he performed operations and security analysis duties. Anthony graduated from Miami University (Ohio) with a B.S. in Finance. Close Michael Hayward PORTFOLIO MANAGER & BUSINESS ANALYST Michael joined WCM in 2020; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since the start of his investment career in 2009, Michael's experience includes positions as Portfolio Manager / Equity Research Analyst at Investec Asset Management (London), as Equity Research Analyst at RMB Asset Management (Johannesburg), and as Actuarial Consultant at Deloitte. He earned a BSc in Statistics, and a BSc in Actuarial Science (with honors), from the University of the Witwatersrand (Johannesburg). Michael is also a Fellow of the Institute and Faculty of Actuaries in London. Close Chad Hoffman PORTFOLIO MANAGER & BUSINESS ANALYST Chad joined WCM in 2018; as a member of the Investment Strategy Group for our domestic growth strategies, his primary responsibilities are portfolio management and equity research. Chad's industry experience includes serving as Assistant Portfolio Manager for the Small-Cap Growth and SMID-Cap Growth strategies at Kennedy Capital Management and, earlier, at Missouri Valley Partners. Chad also served as Equity Research Analyst at both Kennedy Capital Management and Missouri Valley Partners, with significant experience following the Information Technology sector. Chad graduated Summa Cum Laude from Saint Louis University (Missouri) with a B.S. in Finance. Close William “J.B.” Horner BUSINESS CULTURE ANALYST William joined WCM in 2014; his primary responsibility is the development and implementation of WCM's corporate culture research framework. Since the start of his investment career in 2014, William's experience includes positions as Trading Associate, Portfolio Associate, and Research Associate at WCM Investment Management, before his promotion to Business Culture Analyst in 2016. William earned his B.B.A. in Economics from the University of San Diego (California) and his M.A. in Clinical Psychology from Columbia University (New York). Close Brian Huerta CLIENT PORTFOLIO MANAGER Brian joined WCM in 2020; his primary responsibility is communicating the firm's investment thinking while servicing investment consultants and institutional clients. Since he began his investment career in 1997, Brian worked as Managing Director for Bank of America Merrill Lynch, overseeing the firm's institutional relationships for the Western region. Brian earned his B.S. in Business Administration from the University of Southern California. Close Pete Hunkel PORTFOLIO MANAGER & BUSINESS ANALYST Pete has been working with WCM since 2001; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since the start of his investment career in 1998, Pete’s experience includes a position as Portfolio Analyst for the Templeton Private Client Group, followed by his time as Managing Director at the formerly WCM-affiliated firm, Centurion Alliance. He earned his B.A. in Communications from San Jose State University (California), where he graduated with honors, and his J.D. at the Monterey College of Law (California). Close Greg Ise PORTFOLIO MANAGER & BUSINESS ANALYST Greg joined WCM in 2014; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 2001, Greg’s experience includes positions as Senior International Research Analyst at Rainier Investment Management in Seattle, where he helped launch the firm’s international small-cap product, and as Vice President and Analyst at Allianz Global Investors in San Diego, where he was responsible for covering global consumer stocks. Earlier, he held positions as Research Analyst at Osmium Partners, a San Francisco-based hedge fund, and as Investment Banking Analyst at UBS in New York. He earned a B.S. in Business Administration from the University of Kansas, where he graduated with honors, and an M.B.A. from the University of California, Berkeley. Close Sachin Kashyap BUSINESS ANALYST Sachin joined WCM in 2021; his primary responsibility is to produce original equity research for our fundamental value strategies. Since the start of his investment career in 2014, Sachin's experience includes a position as Equity Research Analyst at Thornburg Investments, Equity Research Associate at Janus Capital Group, and Founder of Fault Line Capital. He earned his B.A. in Business Administration from the University of Colorado Boulder, and his MBA from the University of Chicago. Prior to his investment career, Sachin's experience includes roles as a financial statement auditor and a consultant in PwC's Audit and Capital Markets practices. Sachin is a Certified Public Accountant. Close Rolf Kelly PORTFOLIO MANAGER & BUSINESS ANALYST Rolf joined WCM in 2018; his primary responsibilities are portfolio management and equity research for our global ESG strategies. Since the start of his investment career in 2005, Rolf’s experience includes a position as analyst and portfolio manager at Thornburg Investment Management in Santa Fe (NM) where he concentrated on ESG investing. Prior to that, he worked as an analyst at NCM Capital. Rolf earned an M.B.A. from Duke University (North Carolina), and a B.S. in Engineering from Colorado School of Mines, where he graduated with honors. Close Corey Leung BUSINESS ANALYST Corey joined WCM in 2021; his primary responsibility is to produce original equity research for our fundamental value strategies. Since he began his investment career in 2015, Corey's experience includes a position as Senior Equity Research Associate at Brandes Investment Partners in San Diego. Corey earned his B.B.A. in Finance from Texas A&M University, where he graduated summa cum laude. He earned his M.B.A. from Columbia University (New York). Close NIck Maroutsos PORTFOLIO MANAGER Nick joined WCM in 2021; his primary responsibility is portfolio management for our private growth strategy. Since he began his investment career in 1999, Nick's experience includes Global Fixed Income Analyst and Account Manager at PIMCO (Newport Beach and Sydney), founder of Kapstream Capital (Sydney), and Head of Global Bonds at Janus Henderson Investors (Newport Beach). He earned his B.A. in Economics from the University of California, San Diego and his M.B.A. from the University of California, Los Angeles. Close Tamara Manoukian PORTFOLIO MANAGER & BUSINESS ANALYST Tamara joined WCM in 2017; her primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since the start of her investment career in 2005, Tamara's experience includes positions as Associate Portfolio Manager / Equity Research Analyst at Thornburg Investment Management in Santa Fe, NM, and as Investment Analyst at Boston-based hedge fund Greenwood Investments. Tamara earned a B.S. (cum laude) in Business Administration (Finance concentration) from Boston University School of Management (Massachusetts). Close Pat McGee PORTFOLIO MANAGER & BUSINESS ANALYST Pat joined WCM in 2016; his primary responsibilities are portfolio management and equity research for our fundamental value strategies. Since the start of his investment career in 2010, Pat’s experience includes a position at Opus Capital Management, where he was a research analyst on the Opus Small-Cap Value flagship product, as well as a founder of, and portfolio manager for, the Focused Small-Cap product. Previously, Pat held the Associate Analyst position at Avondale Partners LLC, where he assisted in research. Earlier still, he worked as a senior consultant at Ernst & Young LLP, where he established the Los Angeles office’s Fraud Investigation and Dispute Services practice. Pat earned his B.B.A. in Finance and Public Policy from the College of William & Mary (Virginia), and his M.B.A. from the University of Virginia. Close Ryan Quinn CLIENT PORTFOLIO MANAGER Ryan joined WCM in 2019; his primary responsibility is communicating the firm's investment thinking while servicing investment consultants and institutional clients. Since he began his investment career in 1997, Ryan's experience includes positions on the NYSE-floor with Merrill Lynch, Bear Stearns, and Deutsche Bank, as investment consultant at Monticello Associates (Denver) and Canterbury Consulting (Newport Beach), and as CPM with Alternative Investment Management (New York). Ryan earned his B.A. in History from Colgate University (New York), and his M.B.A. / M.S.F. from the University of Denver (Colorado) – Daniels College of Business. Check the background of this investment professional on FINRA's BrokerCheck. Close Rob Quirk PORTFOLIO MANAGER & BUSINESS ANALYST Rob joined WCM in 2018; his primary responsibilities are portfolio management and equity research for our global ESG strategies. Since he began his investment career in 2008, Rob's experience includes a position as Equity Research Analyst at Thornburg Investment Management in Santa Fe, NM. Prior to that role, he also worked with Thornburg's Sales and Marketing Groups. Rob graduated from Southern Methodist University (Texas) with a B.B.A. in Finance. Close John Rackers PORTFOLIO MANAGER & BUSINESS ANALYST John joined WCM in 2018; his primary responsibilities are portfolio management and equity research for our US small-cap and SMID-cap growth strategies. Since the start of his investment career in 1991, John’s experience includes a position as lead portfolio manager for the Small-Cap Growth and SMID-Cap Growth strategies at Kennedy Capital Management and, earlier, at Missouri Valley Partners. Earlier still, he was a founding partner at Pearl Street Capital, where he managed a sector-focused long/short fund. John earned his M.B.A. in Finance from the University of Notre Dame (Indiana), and his B.S. in Finance from the University of Missouri. Close Ken Ryan BUSINESS ANALYST Ken joined WCM in 2018; as Business Analyst, his primary responsibility is to produce original equity research for our global, fundamental growth strategies. Since he began his investment career in 2013, Ken’s experience includes a position as Senior Equity Research Associate at Dodge & Cox Investment Management in San Francisco, and earlier a position as Equity Research Associate at Credit Suisse in New York. Ken graduated with honors from Georgetown University (Washington, D.C.), earning a B.S. in Business Administration, with concentrations in Finance and Management. Close Jung Ryu BUSINESS ANALYST Jung joined WCM in 2018; as Business Analyst, his primary responsibility is to produce original equity research for our global, fundamental growth strategies. Since the start of his investment career in 2005, Jung’s experience includes a research analyst position with OrbiMed Advisors, a leading health care-dedicated investment firm. Prior to joining OrbiMed, he was part of the health care team at J.P. Morgan’s investment banking division. Jung graduated from Dickinson College (Pennsylvania) with a B.A. in Economics. Close Sameer Sabharwal BUSINESS ANALYST Sameer joined WCM in 2019; his primary responsibility is equity research for our US small-cap and SMID-cap growth strategies, focusing on the Health Care sector. Since the start of his investment career in 2003, Sameer’s experience includes a position as Senior Healthcare Analyst at Guidepoint Global, a leading primary research firm. Prior to that, he served as Senior Analyst at TimesSquare Capital Management, LLC, Research Analyst at Eagle Asset Management, and Equity Research Associate at Raymond James & Associates. Sameer earned his B.A in Economics and International Studies from the University of Chicago (Illinois), where he graduated with honors. Close Mike Tian PORTFOLIO MANAGER & BUSINESS ANALYST Mike joined WCM in 2012; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since the start of his investment career in 2006, Mike’s experience includes a position as Senior Equity Analyst and Equity Strategist at Morningstar, Inc. in Chicago. While there, he also managed the Morningstar Opportunistic Investor, a portfolio and newsletter focusing on special situations and growth companies, and additionally played an instrumental role in the development of Morningstar’s economic moat trend methodology. Mike earned his B.S. in Finance from the University of Illinois at Urbana-Champaign. Close Mike Trigg PORTFOLIO MANAGER & BUSINESS ANALYST Mike joined WCM in 2006; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 2000, Mike’s experience includes a position as Equity Analyst at Morningstar, Inc. in Chicago where, in addition to general equity analysis, he managed their Model Growth Portfolio. Earlier, Mike held a position as Analyst at the Motley Fool, an online investment service. He earned his B.S. in Finance from Saint Louis University (Missouri), where he graduated with honors. Close Jon Tringale CLIENT PORTFOLIO MANAGER Jon joined WCM in 2015; his primary responsibility is communicating the firm's investment thinking while servicing investment consultants and institutional clients. Since he began his investment career in 2008, Jon's experience includes positions on the trading floor with Wedbush Securities, and as Vice President at Gerson Lehrman Group. Jon earned his B.S. (cum laude) in Finance from San Jose State University (California). Close Lakshman Venkitaraman BUSINESS ANALYST Lakshman joined WCM in 2019; as Business Analyst, his primary responsibility is to produce original equity research for our global, fundamental growth strategies. Since the start of his investment career in 2008, Lakshman's investment industry experience includes a position as Research Analyst at Harding Loevner in Bridgewater, NJ, and a position as Equity Analyst at Cupps Capital Management in Chicago, IL. Lakshman worked as an engineer at Microsoft Corporation prior to transitioning to the investment industry. Lakshman earned an M.B.A. from the University of Chicago Booth School of Business (Illinois), where he graduated with high honors. Lakshman also holds a B.E. in Electronics Engineering from the University of Mumbai (India), and an M.S. in Electrical and Computer Engineering from the University of Texas at Austin. Close Kevin Wang BUSINESS ANALYST Kevin joined WCM in 2020; his primary responsibility is equity research for our global ESG strategies. Since he began his investment career in 2013, Kevin's experience includes a position as Investment Associate at The Gordon and Betty Moore Foundation where he focused on the foundation's public equities portfolio. Previously, he worked in investment banking at Jefferies Group and Canaccord Genuity. Kevin earned his B.S. in Economics from Duke University (North Carolina) and his M.B.A. from Columbia Business School (New York). Close Andrew Wiechert PORTFOLIO MANAGER & BUSINESS ANALYST Andrew joined WCM in 2007; his primary responsibilities are portfolio management and equity research for our global value strategies. Since the start of his investment career in 2006, Andrew's experience includes a position 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. Close Daniel Wiechert CLIENT PORTFOLIO MANAGER Daniel joined WCM in 2017; his primary responsibility is communicating the firm's investment thinking while servicing investment consultants and institutional clients. Since he began his career in 2011, Daniel's experience includes a role as Client Portfolio Associate at WCM, Portfolio Associate at WCM, a position as Cash Management Associate at TD Ameritrade, and Marketing & Licensing Assistant at ABKCO Music & Records. Daniel earned his B.A. in Social Sciences from the University of Southern California and his M.A. in Music Business from New York University. Close Kurt Winrich PORTFOLIO MANAGER, CO-CEO Kurt joined WCM in 1984; as a member of the Investment Strategy Groups for our global, fundamental growth strategies, his primary responsibility is portfolio management. Kurt’s analytical background includes a position as the head of computer-aided design and analysis with Hughes Electronics Santa Barbara Research Center. He earned his B.A. in Physical Science from Westmont College (California), his B.S. and M.S. in Electrical Engineering from Stanford University (California). Close © WCM Investment Management ABOUT WCM PORTFOLIOS CONTACT US MUTUAL FUNDS DISCLOSURES