WCM Focused Emerging Markets Ex China Fund Institutional Class (WCMWX)

Overview

The company operates a fund focused on investing primarily in the equity securities of companies based in emerging or frontier markets, with a notable exclusion of investments in companies located in China. The fund commits at least 80% of its net assets, which also include amounts borrowed specifically for investment purposes, to achieve its investment objective. Investments are made across a variety of sectors without restriction to the size of the company, facilitating a broad and diversified investment approach. This strategy emphasizes geographic diversification by investing in companies domiciled in at least three different countries. However, it's also highlighted that the fund might occasionally concentrate a significant portion of its assets in companies from a limited number of countries or regions, depending on the prevailing market conditions and investment opportunities.

Products and Services

• Equity Securities in Emerging or Frontier Markets

  The primary product offered by the fund is an investment in equity securities of companies located in emerging or frontier markets, excluding China. This includes, but is not limited to, stocks of companies that show potential for significant growth or are already established players within their respective markets. The strategic choice to exclude Chinese companies allows for a focused investment approach into other rapidly developing economies, providing investors with unique growth opportunities.

• Diverse Company Size Investment

  Another notable service is the fund's flexibility in investing in companies of any size. This diversification strategy encompasses large-cap companies known for their stability and reliability, as well as mid and small-cap companies that offer high growth potential, albeit with higher risk. Such an inclusive investment approach allows the fund to capture value across the entire market spectrum, catering to a broad range of investor risk appetites.

• Geographic Diversification

  The fund prioritizes geographic diversification by investing in companies domiciled in at least three different countries. This approach not only spreads investment risk but also taps into the varied growth dynamics and opportunities presented by different emerging and frontier markets. By not limiting itself to a single country or a handful of regions, the fund aims to leverage global economic trends and regional specificities to maximize return on investment.

• Flexible Country Concentration

  While the fund generally promotes geographic diversification, it retains the flexibility to concentrate its investments in securities of companies domiciled in a single country or a few countries or regions. This strategic maneuverability allows the fund to take advantage of concentrated investment opportunities where the potential for growth or value is perceived to be significantly higher, albeit with a corresponding increase in risk due to reduced diversification.