Some of the most significant questions facing global equity markets entering 2025 include how the incoming US political administration’s new policies will shape markets and the continued uncertainty over the future pace and scale of interest rate reductions.
In uncertain markets, investing with a global equities leader like WCM Investment Management (WCM) can help you navigate the right approach for your investment portfolio. WCM’s unique approach to company research combined with a disciplined portfolio construction process has consistently delivered attractive risk adjusted long-term returns for investors. WCM’s Quality Global Growth Equity Strategy (the Strategy) has outperformed it’s Benchmark1 by an annualised 4.30% per annum2 since inception3, and the firm’s total assets under management as at 31 September 2024 were in excess of A$153 billion. In Australia, WCM has had a presence for close to 10 years, managing over $1bn in FUM for over 10,000 Australian investors.
Calendar year 2024 represented the Strategy’s 12th year of outperformance relative its Benchmark over the last 17 years since inception. Finding quality global companies with durable, strengthening economic moats and corporate cultures aligned to this growth has allowed this sustained this period of outperformance. An example of a company that demonstrates these characteristics is AppLovin.
Based in Palo Alto, AppLovin is a mobile technology company that enables developers to market, monetise, analyse and publish their apps through its mobile advertising, marketing, and analytics platforms. With a mission to create meaningful connections between companies and their ideal customers, AppLovin has a team culture of adaptability in order to get things done quickly.
AppLovin shares were up approximately 675%4 in the US over the last 12 months. As at 31 December 2024, AppLovin was the largest portfolio holding.
As we enter 2025, we invite you to join us for our first live webinar of the year with WCM’s Client Portfolio Manager, Ryan Quinn.
Why attend?
In this session, Ryan will:
- Provide insights on where WCM are seeing the most attractive opportunities in 2025.
- Identify potential stocks and sectors that excites WCM such as AppLovin and Tawian Semiconductor who boasts a long list of clients including Apple and Sony.
- Provide an update on the Strategy including recent performance and portfolio activity.
- Discuss the importance of corporate culture on a company’s economic moat and how it has helped the Strategy deliver 12 years of outperformance versus its Benchmark.
1Benchmark refers to the MSCI All Country World Index (with gross dividends reinvested reported in Australian Dollars and unhedged). 2As at 31 December 2024. 3Inception date of Strategy is 31 March 2008. 4Trading price of AppLovin stock on the NASDAQ exchange from 16 January 2024 to 13 January 2025, being $40.72 and $315.68 respectively. The increase in the trading price of AppLovin isn’t representative of the total returns of the Strategy and is for illustrative purposes only. Past performance is not an indicator of future performance.
Register Now
Details of the session are:
Time: 10:30AM (AEDT)
Date: Wednesday 5 February 2025
Host: Nicole Aubrey, Head of Distribution at Associate Global Partners Limited
Presenter: Ryan Quinn, Client Portfolio Manager at WCM Investment Management
This will be a live and interactive webinar where participants can also ask questions during the session.
Fill out the form above to register. A recording will be sent to all registrants after the session. We hope you can join us.
Presenters
Ryan Quinn
Client Portfolio Manager
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.
Nicole Aubrey
Head of Distribution
Nicole Aubrey
Head of Distribution
As Head of Distribution at Associate Global Partners Nicole is responsible for sales strategy and distribution of our investment strategies to asset consultants, dealer groups, private banks, family offices and advisers.
Nicole has over 20 years’ experience in financial services, specialising in wholesale channels. Prior to joining Associate Global Partners in 2023, Nicole was the acting Head of Asset Consultants and Senior Manager, National Accounts at Perpetual Group and has held senior roles across a number of asset managers including Morrison and Co, Pendal Group and IML.
Nicole has a Degree in Agricultural Economics (Hons) from the University of Sydney, an Advanced Diploma in Financial Planning and a Masters of Business Administration (Exec) from UNSW.
Email: naubrey@associateglobal.com